Raymond James Financial Services Advisors’s SoFi Select 500 ETF SFY Stock Holding History

Raymond James Financial Services 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
2024 Q3	$416K	Buy	4,002 +510	+15%	+$50.9K	﹤0.01%	2745
2024 Q2	$347K	Buy	3,492 +366	+12%	+$34.5K	﹤0.01%	2785
2024 Q1	$291K	Buy	3,126 +580	+23%	+$51.2K	﹤0.01%	2867
2023 Q4	$216K	Buy	+2,546	New	+$202K	﹤0.01%	2942

Other funds holding SFY

SoFi Wealth San Francisco, California $2.08B AUM 18.22% 1-Year Est. Return

TFA

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

CWM

Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial Services Advisors's SFY Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its SoFi Select 500 ETF (SFY) stake by 15% in Q3 2024, buying an estimated $50.9K and bringing the position to 4,002 shares worth $416K. The position accounts for ﹤0.01% of the portfolio, ranked #2745.

Raymond James Financial Services Advisors first reported a position in SFY in Q4 2023 and has held it in 4 quarters since. 27 funds tracked by Wall St. Rank hold SFY as of Q3 2024.

Raymond James Financial Services Advisors held 4,002 shares of SoFi Select 500 ETF worth $416K as of Q3 2024.
Raymond James Financial Services Advisors bought 510 SoFi Select 500 ETF shares in Q3 2024, an estimated $50.9K.
SoFi Select 500 ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2745 holding.
Raymond James Financial Services Advisors first reported a position in SoFi Select 500 ETF in Q4 2023 and has held it in 4 quarters since.
27 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.