Wedbush Securities’s SoFi Select 500 ETF SFY Stock Holding History

Wedbush Securities’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	$1.55M	Buy	12,411 +1,192	+11%	+$156K	0.05%	328
2025 Q4	$1.48M	Buy	11,219 +160	+1%	+$21K	0.04%	323
2025 Q3	$1.43M	Buy	11,059 +275	+3%	+$33.9K	0.05%	317
2025 Q2	$1.27M	Buy	10,784 +260	+2%	+$27.8K	0.04%	344
2025 Q1	$1.07M	Buy	10,524 +920	+10%	+$100K	0.04%	374
2024 Q4	$1.04M	Buy	9,604 +2,789	+41%	+$304K	0.04%	365
2024 Q3	$708K	Buy	6,815 +427	+7%	+$42.6K	0.03%	480
2024 Q2	$634K	Hold	6,388	–	–	0.02%	529
2024 Q1	$595K	Buy	6,388 +805	+14%	+$71.1K	0.02%	579
2023 Q4	$473K	Buy	5,583 +795	+17%	+$63.1K	0.02%	571
2023 Q3	$366K	Buy	4,788 +1,120	+31%	+$88.5K	0.02%	640
2023 Q2	$287K	Buy	3,668 +745	+25%	+$55K	0.01%	778
2023 Q1	$211K	Buy	+2,923	New	+$205K	0.01%	916

Other funds holding SFY

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

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $1.07B AUM 39.98% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Northwestern Mutual Wealth Management

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