Teamwork Financial Advisors’s SoFi Select 500 ETF SFY Stock Holding History

Teamwork Financial 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 Q3	$383K	Sell	2,493 -15,579	-86%	-$2.34M	0.04%	127
2026 Q2	$2.69M	Sell	18,072 -573	-3%	-$82K	0.24%	77
2026 Q1	$2.33M	Sell	18,645 -1,432	-7%	-$188K	0.25%	78
2025 Q4	$2.65M	Sell	20,077 -2,092	-9%	-$275K	0.27%	66
2025 Q3	$2.86M	Sell	22,169 -2,357	-10%	-$291K	0.3%	62
2025 Q2	$2.9M	Sell	24,526 -474	-2%	-$50.7K	0.34%	53
2025 Q1	$2.55M	Sell	25,000 -1,475	-6%	-$161K	0.34%	57
2024 Q4	$2.88M	Sell	26,475 -149	-0.6%	-$16.3K	0.37%	47
2024 Q3	$2.77M	Sell	26,624 -1,083	-4%	-$108K	0.38%	46
2024 Q2	$2.75M	Sell	27,707 -2,454	-8%	-$231K	0.41%	48
2024 Q1	$2.81M	Sell	30,161 -96	-0.3%	-$8.48K	0.43%	45
2023 Q4	$2.56M	Sell	30,257 -636	-2%	-$50.5K	0.44%	41
2023 Q3	$2.36M	Sell	30,893 -213	-0.7%	-$16.8K	0.39%	44
2023 Q2	$2.44M	Sell	31,106 -176	-0.6%	-$13K	0.4%	45
2023 Q1	$2.26M	Buy	31,282 +164	+0.5%	+$11.5K	0.42%	45
2022 Q4	$2.07M	Buy	31,118 +2,071	+7%	+$140K	0.42%	40
2022 Q3	$1.85M	Buy	29,047 +11,430	+65%	+$802K	0.4%	41
2022 Q2	$1.16M	Buy	17,617 +10,854	+160%	+$791K	0.25%	73
2022 Q1	$554K	Sell	6,763 -251	-4%	-$20.2K	0.1%	165
2021 Q4	$614K	Buy	7,014 +3,192	+84%	+$273K	0.11%	170
2021 Q3	$305K	Buy	3,822 +1,070	+39%	+$87.6K	0.06%	210
2021 Q2	$218K	Buy	+2,752	New	+$210K	0.04%	230

Other funds holding SFY

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Pathway Financial Advisers Auburn, Indiana $399M AUM 23.1% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return

LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Balance Wealth Delaware, Ohio $417M AUM 14.07% 1-Year Est. Return

Teamwork Financial Advisors's SFY Position: Q3 2026 in Review

Teamwork Financial Advisors reduced its SoFi Select 500 ETF (SFY) stake by 86% in Q3 2026, selling an estimated $2.34M and leaving 2,493 shares worth $383K. The position accounts for 0.04% of the portfolio, ranked #127.

Teamwork Financial Advisors first reported a position in SFY in Q2 2021 and has held it in 22 quarters since. The position peaked at $2.9M in Q2 2025. 18 funds tracked by Wall St. Rank hold SFY as of Q3 2026.

Teamwork Financial Advisors held 2,493 shares of SoFi Select 500 ETF worth $383K as of Q3 2026.
Teamwork Financial Advisors sold 15,579 SoFi Select 500 ETF shares in Q3 2026, an estimated $2.34M.
SoFi Select 500 ETF made up 0.04% of Teamwork Financial Advisors's portfolio in Q3 2026, its #127 holding.
Teamwork Financial Advisors first reported a position in SoFi Select 500 ETF in Q2 2021 and has held it in 22 quarters since.
Teamwork Financial Advisors's SoFi Select 500 ETF position peaked at $2.9M in Q2 2025.
18 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q3 2026.

Based on Teamwork Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.