SOA Wealth Advisors’s JLens 500 Jewish Advocacy U.S. ETF TOV Stock Holding History

SOA Wealth Advisors’s Portfolio TOV Stock Details TOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.48K	Hold	174	–	–	﹤0.01%	692
2026 Q1	$4.76K	Buy	+174	New	+$4.97K	﹤0.01%	655

Other funds holding TOV

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

TPW

Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

SOA Wealth Advisors's TOV Position: Q2 2026 in Review

SOA Wealth Advisors held its JLens 500 Jewish Advocacy U.S. ETF (TOV) position steady in Q2 2026 at 174 shares worth $5.48K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

SOA Wealth Advisors first reported a position in TOV in Q1 2026 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold TOV as of Q2 2026.

SOA Wealth Advisors held 174 shares of JLens 500 Jewish Advocacy U.S. ETF worth $5.48K as of Q2 2026.
SOA Wealth Advisors left its JLens 500 Jewish Advocacy U.S. ETF share count unchanged in Q2 2026.
JLens 500 Jewish Advocacy U.S. ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #692 holding.
SOA Wealth Advisors first reported a position in JLens 500 Jewish Advocacy U.S. ETF in Q1 2026 and has held it in 2 quarters since.
5 funds tracked by Wall St. Rank held JLens 500 Jewish Advocacy U.S. ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.