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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.61M	Buy	12,908 +80	+0.6%	+$10.5K	﹤0.01%	1176
2025 Q4	$1.7M	Hold	12,828	–	–	﹤0.01%	1105
2025 Q3	$1.66M	Sell	12,828 -1,913	-13%	-$236K	﹤0.01%	1060
2025 Q2	$1.74M	Buy	14,741 +907	+7%	+$96.9K	﹤0.01%	983
2025 Q1	$1.41M	Sell	13,834 -1,616	-10%	-$176K	﹤0.01%	1003
2024 Q4	$1.68M	Buy	15,450 +14,896	+2,689%	+$1.63M	﹤0.01%	905
2024 Q3	$57.6K	Sell	554 -15	-3%	-$1.5K	﹤0.01%	2106
2024 Q2	$56.5K	Buy	569 +67	+13%	+$6.31K	﹤0.01%	2046
2024 Q1	$46.8K	Buy	502 +20	+4%	+$1.77K	﹤0.01%	2105
2023 Q4	$40.9K	Sell	482 -85	-15%	-$6.75K	﹤0.01%	2126
2023 Q3	$43.3K	Buy	567 +97	+21%	+$7.66K	﹤0.01%	2019
2023 Q2	$36.8K	Buy	470 +11	+2%	+$812	﹤0.01%	2101
2023 Q1	$33.2K	Sell	459 -72	-14%	-$5.04K	﹤0.01%	2087
2022 Q4	$35.3K	Buy	531 +129	+32%	+$8.75K	﹤0.01%	2029
2022 Q3	$25K	Buy	402 +5	+1%	+$351	﹤0.01%	2125
2022 Q2	$26K	Sell	397 -5	-1%	-$364	﹤0.01%	2139
2022 Q1	$33K	Buy	402 +27	+7%	+$2.17K	﹤0.01%	2112
2021 Q4	$33K	Buy	375 +373	+18,650%	+$31.9K	﹤0.01%	2136
2021 Q3	$0	Hold	2	–	–	﹤0.01%	3192
2021 Q2	$0	Buy	+2	New	+$153	﹤0.01%	3140