Tucker Asset Management’s SoFi Select 500 ETF SFY Stock Holding History

Tucker Asset Management’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
2023 Q3	–	Sell	-37	Closed	-$2.88K	–	1528
2023 Q2	$2.88K	Hold	37	–	–	﹤0.01%	789
2023 Q1	$2.66K	Hold	37	–	–	﹤0.01%	845
2022 Q4	$2.45K	Hold	37	–	–	﹤0.01%	527
2022 Q3	$2.53K	Buy	+37	New	+$2.6K	﹤0.01%	533

Other funds holding SFY

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

JIC

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

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tucker Asset Management's SFY Position: Q3 2023 in Review

Tucker Asset Management sold out of SoFi Select 500 ETF (SFY) in Q3 2023, closing a stake of 37 shares — an estimated $2.88K sold.

Tucker Asset Management first reported a position in SFY in Q3 2022 and held it in 4 quarters. The position peaked at $2.88K in Q2 2023. 22 funds tracked by Wall St. Rank hold SFY as of Q3 2023.

Tucker Asset Management reported no remaining SoFi Select 500 ETF position as of Q3 2023 after selling out during the quarter.
Tucker Asset Management sold 37 SoFi Select 500 ETF shares in Q3 2023, an estimated $2.88K.
Tucker Asset Management first reported a position in SoFi Select 500 ETF in Q3 2022 and held it in 4 quarters.
Tucker Asset Management's SoFi Select 500 ETF position peaked at $2.88K in Q2 2023.
22 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q3 2023.

Based on Tucker Asset Management's 13F filing for Q3 2023, filed 4 Dec 2023.