IFP Advisors’s SoFi Select 500 ETF SFY Stock Holding History

IFP Advisors’s Portfolio SFY Stock Details SFY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.49K	Hold	57	–	–	﹤0.01%	3500
2026 Q1	$7.12K	Hold	57	–	–	﹤0.01%	3333
2025 Q4	$7.53K	Hold	57	–	–	﹤0.01%	3216
2025 Q3	$7.36K	Hold	57	–	–	﹤0.01%	3055
2025 Q2	$6.73K	Sell	57 -527	-90%	-$56.3K	﹤0.01%	3163
2025 Q1	$59.5K	Hold	584	–	–	﹤0.01%	1813
2024 Q4	$63.6K	Sell	584 -1	-0.2%	-$109	﹤0.01%	1704
2024 Q3	$60.7K	Sell	585 -7	-1%	-$698	﹤0.01%	1639
2024 Q2	$58.8K	Buy	592 +528	+825%	+$49.7K	﹤0.01%	1603
2024 Q1	$5.99K	Hold	64	–	–	﹤0.01%	2407
2023 Q4	$5.44K	Hold	64	–	–	﹤0.01%	2396
2023 Q3	$4.91K	Hold	64	–	–	﹤0.01%	2504
2023 Q2	$5.03K	Hold	64	–	–	﹤0.01%	2542
2023 Q1	$3.22K	Hold	64	–	–	﹤0.01%	2739
2022 Q4	$4K	Hold	64	–	–	﹤0.01%	3931
2022 Q3	$4K	Hold	64	–	–	﹤0.01%	4152
2022 Q2	$4K	Hold	64	–	–	﹤0.01%	3915
2022 Q1	$4K	Hold	64	–	–	﹤0.01%	3914
2021 Q4	$6K	Buy	64 +60	+1,500%	+$5.13K	﹤0.01%	2431
2021 Q3	$1K	Hold	4	–	–	﹤0.01%	3118
2021 Q2	$0	Buy	+4	New	+$305	﹤0.01%	3210

Other funds holding SFY

SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return

MFG

Mustico Financial Group Elmira, New York $154M AUM 20.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

TFA

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

IFP Advisors's SFY Position: Q2 2026 in Review

IFP Advisors held its SoFi Select 500 ETF (SFY) position steady in Q2 2026 at 57 shares worth $8.49K. The position accounts for ﹤0.01% of the portfolio, ranked #3500.

IFP Advisors first reported a position in SFY in Q2 2021 and has held it in 21 quarters since. The position peaked at $63.6K in Q4 2024. 62 funds tracked by Wall St. Rank hold SFY as of Q2 2026.

IFP Advisors held 57 shares of SoFi Select 500 ETF worth $8.49K as of Q2 2026.
IFP Advisors left its SoFi Select 500 ETF share count unchanged in Q2 2026.
SoFi Select 500 ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3500 holding.
IFP Advisors first reported a position in SoFi Select 500 ETF in Q2 2021 and has held it in 21 quarters since.
IFP Advisors's SoFi Select 500 ETF position peaked at $63.6K in Q4 2024.
62 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.