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Integrated Wealth Concepts’s SoFi Select 500 ETF SFY Stock Holding History

Integrated Wealth Concepts’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 		$42.3K Buy
+284
New +$40.6K ﹤0.01% 3494

Other funds holding SFY

SW
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
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
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
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Integrated Wealth Concepts's SFY Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in SoFi Select 500 ETF (SFY) in Q2 2026: 284 shares worth $42.3K. The stake represents ﹤0.01% of the portfolio and ranks #3494 among its holdings.

61 funds tracked by Wall St. Rank hold SFY as of Q2 2026.

  • Integrated Wealth Concepts held 284 shares of SoFi Select 500 ETF worth $42.3K as of Q2 2026.
  • SoFi Select 500 ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • SoFi Select 500 ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3494 holding.
  • 61 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.