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Larson Financial Group’s SoFi Select 500 ETF SFY Stock Holding History

Larson Financial Group’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
2021
Q2 		– Sell
-39
Closed -$3K – 925
2021
Q1 		$3K Buy
+39
New +$2.77K ﹤0.01% 680

Other funds holding SFY

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
EI
Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Larson Financial Group's SFY Position: Q2 2021 in Review

Larson Financial Group sold out of SoFi Select 500 ETF (SFY) in Q2 2021, closing a stake of 39 shares — an estimated $3K sold.

Larson Financial Group first reported a position in SFY in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 8 funds tracked by Wall St. Rank hold SFY as of Q2 2021.

  • Larson Financial Group reported no remaining SoFi Select 500 ETF position as of Q2 2021 after selling out during the quarter.
  • Larson Financial Group sold 39 SoFi Select 500 ETF shares in Q2 2021, an estimated $3K.
  • Larson Financial Group first reported a position in SoFi Select 500 ETF in Q1 2021 and held it in 1 quarter.
  • Larson Financial Group's SoFi Select 500 ETF position peaked at $3K in Q1 2021.
  • 8 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q2 2021.

Based on Larson Financial Group's 13F filing for Q2 2021, filed 10 Aug 2021.