Parallel Advisors’s SoFi Select 500 ETF SFY Stock Holding History

Parallel Advisors’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	$64.8K	Hold	435	–	–	﹤0.01%	1968
2026 Q1	$54.3K	Buy	435 +2	+0.5%	+$262	﹤0.01%	1951
2025 Q4	$57.3K	Hold	433	–	–	﹤0.01%	1775
2025 Q3	$56K	Hold	433	–	–	﹤0.01%	1723
2025 Q2	$51.2K	Buy	433 +2	+0.5%	+$214	﹤0.01%	1705
2025 Q1	$43.9K	Buy	+431	New	+$47K	﹤0.01%	1712
2022 Q2	–	Sell	-55	Closed	-$5K	–	3323
2022 Q1	$5K	Hold	55	–	–	﹤0.01%	2318
2021 Q4	$5K	Buy	+55	New	+$4.7K	﹤0.01%	2421

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

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

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

CWM

Centric Wealth Management Chicago, Illinois $643M AUM 21% 1-Year Est. Return

ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return

Parallel Advisors's SFY Position: Q2 2026 in Review

Parallel Advisors held its SoFi Select 500 ETF (SFY) position steady in Q2 2026 at 435 shares worth $64.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1968.

Parallel Advisors first reported a position in SFY in Q4 2021 and has held it in 8 quarters since. 50 funds tracked by Wall St. Rank hold SFY as of Q2 2026.

Parallel Advisors held 435 shares of SoFi Select 500 ETF worth $64.8K as of Q2 2026.
Parallel Advisors left its SoFi Select 500 ETF share count unchanged in Q2 2026.
SoFi Select 500 ETF made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #1968 holding.
Parallel Advisors first reported a position in SoFi Select 500 ETF in Q4 2021 and has held it in 8 quarters since.
50 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.