Tower Research Capital (TRC)’s SoFi Select 500 ETF SFY Stock Holding History

Tower Research Capital (TRC)’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 Q1	$463K	Buy	+3,709	New	+$486K	0.01%	967
2025 Q4	–	Sell	-4,305	Closed	-$556K	–	5536
2025 Q3	$556K	Buy	+4,305	New	+$531K	0.02%	791
2023 Q4	–	Sell	-6,513	Closed	-$498K	–	6146
2023 Q3	$498K	Buy	+6,513	New	+$514K	0.02%	875
2023 Q2	–	Sell	-311	Closed	-$22K	–	6334
2023 Q1	$22K	Sell	311 -853	-73%	-$59.7K	﹤0.01%	3349
2022 Q4	$77K	Buy	+1,164	New	+$78.9K	﹤0.01%	2032
2022 Q2	–	Sell	-1	Closed	–	–	6475
2022 Q1	$0	Buy	+1	New	+$80	﹤0.01%	6503
2021 Q2	–	Sell	-3	Closed	–	–	5796
2021 Q1	$0	Buy	+3	New	+$213	﹤0.01%	5681

Other funds holding SFY

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

MFG

Mustico Financial Group Elmira, New York $143M AUM 15.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $893B AUM 36.07% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Tower Research Capital (TRC)'s SFY Position: Q1 2026 in Review

Tower Research Capital (TRC) opened a new position in SoFi Select 500 ETF (SFY) in Q1 2026: 3,709 shares worth $463K. The stake represents 0.01% of the portfolio and ranks #967 among its holdings. This is a return to the name: Tower Research Capital (TRC) previously reported a position in SFY as recently as Q3 2025.

Tower Research Capital (TRC) first reported a position in SFY in Q1 2021 and has held it in 7 quarters since. The position peaked at $556K in Q3 2025. 57 funds tracked by Wall St. Rank hold SFY as of Q1 2026.

Tower Research Capital (TRC) held 3,709 shares of SoFi Select 500 ETF worth $463K as of Q1 2026.
SoFi Select 500 ETF was a new Tower Research Capital (TRC) position in Q1 2026.
SoFi Select 500 ETF made up 0.01% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #967 holding.
Tower Research Capital (TRC) first reported a position in SoFi Select 500 ETF in Q1 2021 and has held it in 7 quarters since.
Tower Research Capital (TRC)'s SoFi Select 500 ETF position peaked at $556K in Q3 2025.
57 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.