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

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

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

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

Nova Wealth Management's SFY Position: Q2 2026 in Review

Nova Wealth Management increased its SoFi Select 500 ETF (SFY) stake by 12% in Q2 2026, buying an estimated $354K and bringing the position to 22,631 shares worth $3.37M. The position accounts for 1.86% of the portfolio, ranked #12.

Nova Wealth Management first reported a position in SFY in Q4 2024 and has held it in 7 quarters since. 61 funds tracked by Wall St. Rank hold SFY as of Q2 2026.

Nova Wealth Management held 22,631 shares of SoFi Select 500 ETF worth $3.37M as of Q2 2026.
Nova Wealth Management bought 2,475 SoFi Select 500 ETF shares in Q2 2026, an estimated $354K.
SoFi Select 500 ETF made up 1.86% of Nova Wealth Management's portfolio in Q2 2026, its #12 holding.
Nova Wealth Management first reported a position in SoFi Select 500 ETF in Q4 2024 and has held it in 7 quarters since.
61 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.