JFS Wealth Advisors’s SFL Corp SFL Stock Holding History

JFS Wealth Advisors’s Portfolio SFL Stock Details SFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$786	Buy	+77	New	+$874	﹤0.01%	1863
2022 Q3	–	Sell	-500	Closed	-$5K	–	1909
2022 Q2	$5K	Buy	+500	New	+$5.2K	﹤0.01%	1012

Other funds holding SFL

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return