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Money Concepts Capital’s SoFi Select 500 ETF SFY Stock Holding History

Money Concepts Capital’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
2023
Q2 		– Sell
-5,075
Closed -$454K – 459
2023
Q1 		$454K Buy
5,075
+3,195
+170% +$224K 0.03% 299
2022
Q4 		$125K Sell
1,880
-50
-3% -$3.39K 0.01% 882
2022
Q3 		$123K Sell
1,930
-20
-1% -$1.4K 0.01% 533
2022
Q2 		$130K Buy
1,950
+330
+20% +$24K 0.01% 514
2022
Q1 		$133K Buy
+1,620
New +$130K 0.01% 894

Other funds holding SFY

SW
SoFi Wealth San Francisco, California $2.08B AUM 18.22% 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
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Money Concepts Capital's SFY Position: Q2 2023 in Review

Money Concepts Capital sold out of SoFi Select 500 ETF (SFY) in Q2 2023, closing a stake of 5,075 shares — an estimated $454K sold.

Money Concepts Capital first reported a position in SFY in Q1 2022 and held it in 5 quarters. The position peaked at $454K in Q1 2023. 17 funds tracked by Wall St. Rank hold SFY as of Q2 2023.

  • Money Concepts Capital reported no remaining SoFi Select 500 ETF position as of Q2 2023 after selling out during the quarter.
  • Money Concepts Capital sold 5,075 SoFi Select 500 ETF shares in Q2 2023, an estimated $454K.
  • Money Concepts Capital first reported a position in SoFi Select 500 ETF in Q1 2022 and held it in 5 quarters.
  • Money Concepts Capital's SoFi Select 500 ETF position peaked at $454K in Q1 2023.
  • 17 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q2 2023.

Based on Money Concepts Capital's 13F filing for Q2 2023, filed 1 Aug 2023.