LPL Financial’s SoFi Select 500 ETF SFY Stock Holding History

LPL Financial’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	$5.26M	Sell	35,330 -1,312	-4%	-$188K	﹤0.01%	2751
2026 Q1	$4.57M	Sell	36,642 -125	-0.3%	-$16.4K	﹤0.01%	2707
2025 Q4	$4.86M	Buy	36,767 +1,853	+5%	+$244K	﹤0.01%	2557
2025 Q3	$4.51M	Buy	34,914 +4,791	+16%	+$591K	﹤0.01%	2567
2025 Q2	$3.56M	Buy	30,123 +4,744	+19%	+$507K	﹤0.01%	2588
2025 Q1	$2.59M	Buy	+25,379	New	+$2.77M	﹤0.01%	2718

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial's SFY Position: Q2 2026 in Review

LPL Financial reduced its SoFi Select 500 ETF (SFY) stake by 3.6% in Q2 2026, selling an estimated $188K and leaving 35,330 shares worth $5.26M. The position accounts for ﹤0.01% of the portfolio, ranked #2751.

LPL Financial first reported a position in SFY in Q1 2025 and has held it in 6 quarters since. 61 funds tracked by Wall St. Rank hold SFY as of Q2 2026.

LPL Financial held 35,330 shares of SoFi Select 500 ETF worth $5.26M as of Q2 2026.
LPL Financial sold 1,312 SoFi Select 500 ETF shares in Q2 2026, an estimated $188K.
SoFi Select 500 ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2751 holding.
LPL Financial first reported a position in SoFi Select 500 ETF in Q1 2025 and has held it in 6 quarters since.
61 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.