Pathway Financial Advisers’s SoFi Select 500 ETF SFY Stock Holding History

Pathway Financial Advisers’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	$955K	Buy	6,412 +218	+4%	+$31.2K	0.24%	105
2026 Q1	$773K	Buy	6,194 +861	+16%	+$113K	0.22%	110
2025 Q4	$705K	Buy	5,333 +447	+9%	+$58.8K	0.2%	112
2025 Q3	$627K	Buy	4,886 +803	+20%	+$99.1K	0.18%	115
2025 Q2	$482K	Buy	+4,083	New	+$436K	0.16%	128
2025 Q1	–	Sell	-748	Closed	-$81.4K	–	362
2024 Q4	$81.4K	Buy	+748	New	+$81.7K	0.03%	197

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

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

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

Pathway Financial Advisers's SFY Position: Q2 2026 in Review

Pathway Financial Advisers increased its SoFi Select 500 ETF (SFY) stake by 3.5% in Q2 2026, buying an estimated $31.2K and bringing the position to 6,412 shares worth $955K. The position accounts for 0.24% of the portfolio, ranked #105.

Pathway Financial Advisers first reported a position in SFY in Q4 2024 and has held it in 6 quarters since. 62 funds tracked by Wall St. Rank hold SFY as of Q2 2026.

Pathway Financial Advisers held 6,412 shares of SoFi Select 500 ETF worth $955K as of Q2 2026.
Pathway Financial Advisers bought 218 SoFi Select 500 ETF shares in Q2 2026, an estimated $31.2K.
SoFi Select 500 ETF made up 0.24% of Pathway Financial Advisers's portfolio in Q2 2026, its #105 holding.
Pathway Financial Advisers first reported a position in SoFi Select 500 ETF in Q4 2024 and has held it in 6 quarters since.
62 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q2 2026.

Based on Pathway Financial Advisers's 13F filing for Q2 2026, filed 30 Jul 2026.