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

Mustico 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
2026 Q2	$9.57M	Buy	12,945 +52	+0.4%	+$7.44K	6.21%	8
2026 Q1	$9.2M	Sell	12,893 -215	-2%	-$28.2K	6.43%	8
2025 Q4	$9.1M	Sell	13,108 -168	-1%	-$22.1K	7.02%	7
2025 Q3	$8.88M	Sell	13,276 -74	-0.6%	-$9.13K	9.01%	4
2025 Q2	$8.42M	Buy	+13,350	New	+$1.43M	7.78%	4

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

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

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

Mustico Financial Group's SFY Position: Q2 2026 in Review

Mustico Financial Group increased its SoFi Select 500 ETF (SFY) stake by 0.4% in Q2 2026, buying an estimated $7.44K and bringing the position to 12,945 shares worth $9.57M. The position accounts for 6.21% of the portfolio, ranked #8.

Mustico Financial Group first reported a position in SFY in Q2 2025 and has held it in 5 quarters since. 61 funds tracked by Wall St. Rank hold SFY as of Q2 2026.

Mustico Financial Group held 12,945 shares of SoFi Select 500 ETF worth $9.57M as of Q2 2026.
Mustico Financial Group bought 52 SoFi Select 500 ETF shares in Q2 2026, an estimated $7.44K.
SoFi Select 500 ETF made up 6.21% of Mustico Financial Group's portfolio in Q2 2026, its #8 holding.
Mustico Financial Group first reported a position in SoFi Select 500 ETF in Q2 2025 and has held it in 5 quarters since.
61 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q2 2026.

Based on Mustico Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.