Optivise Advisory Services’s SoFi Enhanced Yield ETF THTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.45M	Sell	295,621 -149,396	-34%	-$2.25M	2.27%	6
2025 Q1	$8.36M	Buy	445,017 +128,495	+41%	+$2.41M	4.69%	2
2024 Q4	$6.05M	Buy	316,522 +98,272	+45%	+$1.88M	3.26%	4
2024 Q3	$4.13M	Buy	218,250 +4,022	+2%	+$76.2K	2.18%	7
2024 Q2	$4.31M	Buy	+214,228	New	+$4.31M	2.33%	7