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

Nova 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	$3.37M	Buy	22,631 +2,475	+12%	+$354K	1.86%	12
2026 Q1	$2.52M	Buy	20,156 +2,493	+14%	+$327K	1.64%	15
2025 Q4	$2.33M	Buy	17,663 +3,782	+27%	+$497K	1.6%	14
2025 Q3	$1.79M	Buy	13,881 +1,975	+17%	+$244K	1.26%	19
2025 Q2	$1.41M	Buy	11,906 +10,260	+623%	+$1.1M	1.03%	23
2025 Q1	$168K	Buy	1,646 +1,611	+4,603%	+$176K	0.14%	128
2024 Q4	$3.81K	Buy	+35	New	+$3.82K	﹤0.01%	307

Other funds holding SFY

Teamwork Financial Advisors San Antonio, Texas $1.07B AUM 39.98% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return