Wealth Watch Advisors
THTA icon

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% -$18.2K 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

Optivise Advisory Services
Optivise Advisory Services Franklin, Tennessee $204M AUM 18.76% 1-Year Est. Return
ZEGA Investments
ZEGA Investments Palm Beach Gardens, Florida $917M AUM 21.57% 1-Year Est. Return
Tucker Asset Management
Tucker Asset Management Littleton, Colorado $406M AUM 20.49% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return
McGuire Capital Advisors
McGuire Capital Advisors Bethany, Oklahoma $183M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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. 7 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.
  • 7 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.