LJI Wealth Management’s SoFi Select 500 ETF SFY Stock Holding History

LJI Wealth Management’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	$342K	Hold	2,295	–	–	0.05%	145
2026 Q1	$286K	Hold	2,295	–	–	0.05%	161
2025 Q4	$303K	Hold	2,295	–	–	0.05%	155
2025 Q3	$296K	Hold	2,295	–	–	0.05%	137
2025 Q2	$271K	Buy	+2,295	New	+$245K	0.05%	155

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

LJI Wealth Management's SFY Position: Q2 2026 in Review

LJI Wealth Management held its SoFi Select 500 ETF (SFY) position steady in Q2 2026 at 2,295 shares worth $342K. The position accounts for 0.05% of the portfolio, ranked #145.

LJI Wealth Management first reported a position in SFY in Q2 2025 and has held it in 5 quarters since. 62 funds tracked by Wall St. Rank hold SFY as of Q2 2026.

LJI Wealth Management held 2,295 shares of SoFi Select 500 ETF worth $342K as of Q2 2026.
LJI Wealth Management left its SoFi Select 500 ETF share count unchanged in Q2 2026.
SoFi Select 500 ETF made up 0.05% of LJI Wealth Management's portfolio in Q2 2026, its #145 holding.
LJI Wealth Management first reported a position in SoFi Select 500 ETF in Q2 2025 and has held it in 5 quarters since.
62 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.