Wealth Watch Advisors’s SoFi Enhanced Yield ETF THTA Stock Holding History

Wealth Watch Advisors’s Portfolio THTA Stock Details THTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-17,023	Closed	-$259K	–	791
2025 Q4	$259K	Buy	17,023 +5,662	+50%	+$85.6K	0.1%	85
2025 Q3	$172K	Sell	11,361 -1,213	-10%	-$18.3K	0.07%	96
2025 Q2	$189K	Buy	12,574 +887	+8%	+$13.3K	0.11%	100
2025 Q1	$219K	Sell	11,687 -6,056	-34%	-$115K	0.18%	65
2024 Q4	$339K	Buy	+17,743	New	+$337K	0.21%	60

Other funds holding THTA

OAS

Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return

ZEGA Investments Palm Beach Gardens, Florida $890M AUM 17.33% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return

MCA

McGuire Capital Advisors Bethany, Oklahoma $156M AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealth Watch Advisors's THTA Position: Q1 2026 in Review

Wealth Watch Advisors sold out of SoFi Enhanced Yield ETF (THTA) in Q1 2026, closing a stake of 17,023 shares — an estimated $259K sold.

Wealth Watch Advisors first reported a position in THTA in Q4 2024 and held it in 5 quarters. The position peaked at $339K in Q4 2024. 6 funds tracked by Wall St. Rank hold THTA as of Q1 2026.

Wealth Watch Advisors reported no remaining SoFi Enhanced Yield ETF position as of Q1 2026 after selling out during the quarter.
Wealth Watch Advisors sold 17,023 SoFi Enhanced Yield ETF shares in Q1 2026, an estimated $259K.
Wealth Watch Advisors first reported a position in SoFi Enhanced Yield ETF in Q4 2024 and held it in 5 quarters.
Wealth Watch Advisors's SoFi Enhanced Yield ETF position peaked at $339K in Q4 2024.
6 funds tracked by Wall St. Rank held SoFi Enhanced Yield ETF as of Q1 2026.

Based on Wealth Watch Advisors's 13F filing for Q1 2026, filed 15 May 2026.