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 New York $1.21T AUM 78.12% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $908M AUM 25.81% 1-Year Est. Return

Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 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.