PS
SFY icon

Principal Securities’s SoFi Select 500 ETF SFY Stock Holding History

Principal Securities’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
2024
Q4 		– Sell
-45
Closed -$4.68K – 3616
2024
Q3 		$4.68K Buy
+45
New +$4.49K ﹤0.01% 2697

Other funds holding SFY

SW
SoFi Wealth San Francisco, California $2.08B AUM 18.22% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Principal Securities's SFY Position: Q4 2024 in Review

Principal Securities sold out of SoFi Select 500 ETF (SFY) in Q4 2024, closing a stake of 45 shares — an estimated $4.68K sold.

Principal Securities first reported a position in SFY in Q3 2024 and held it in 1 quarter. The position peaked at $4.68K in Q3 2024. 34 funds tracked by Wall St. Rank hold SFY as of Q4 2024.

  • Principal Securities reported no remaining SoFi Select 500 ETF position as of Q4 2024 after selling out during the quarter.
  • Principal Securities sold 45 SoFi Select 500 ETF shares in Q4 2024, an estimated $4.68K.
  • Principal Securities first reported a position in SoFi Select 500 ETF in Q3 2024 and held it in 1 quarter.
  • Principal Securities's SoFi Select 500 ETF position peaked at $4.68K in Q3 2024.
  • 34 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q4 2024.

Based on Principal Securities's 13F filing for Q4 2024, filed 30 Jan 2025.