Pension & Wealth Management Advisors’s SoFi Select 500 ETF SFY Stock Holding History

Pension & Wealth Management 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	$25.2K	Hold	169	–	–	0.01%	384
2026 Q1	$21.2K	Buy	169 +43	+34%	+$5.64K	0.01%	361
2025 Q4	$16.7K	Buy	+126	New	+$16.6K	﹤0.01%	385

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

Pension & Wealth Management Advisors's SFY Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its SoFi Select 500 ETF (SFY) position steady in Q2 2026 at 169 shares worth $25.2K. The position accounts for 0.01% of the portfolio, ranked #384.

Pension & Wealth Management Advisors first reported a position in SFY in Q4 2025 and has held it in 3 quarters since. 61 funds tracked by Wall St. Rank hold SFY as of Q2 2026.

Pension & Wealth Management Advisors held 169 shares of SoFi Select 500 ETF worth $25.2K as of Q2 2026.
Pension & Wealth Management Advisors left its SoFi Select 500 ETF share count unchanged in Q2 2026.
SoFi Select 500 ETF made up 0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #384 holding.
Pension & Wealth Management Advisors first reported a position in SoFi Select 500 ETF in Q4 2025 and has held it in 3 quarters since.
61 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.