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 Q2	$1.85M	Buy	12,435 +24	+0.2%	+$3.44K	0.05%	309
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 $2.48B AUM 22.95% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return

MFG

Mustico Financial Group Elmira, New York $154M AUM 20.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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 $1.28T AUM 58.89% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wedbush Securities's SFY Position: Q2 2026 in Review

Wedbush Securities increased its SoFi Select 500 ETF (SFY) stake by 0.19% in Q2 2026, buying an estimated $3.44K and bringing the position to 12,435 shares worth $1.85M. The position accounts for 0.05% of the portfolio, ranked #309.

Wedbush Securities first reported a position in SFY in Q1 2023 and has held it in 14 quarters since. 61 funds tracked by Wall St. Rank hold SFY as of Q2 2026.

Wedbush Securities held 12,435 shares of SoFi Select 500 ETF worth $1.85M as of Q2 2026.
Wedbush Securities bought 24 SoFi Select 500 ETF shares in Q2 2026, an estimated $3.44K.
SoFi Select 500 ETF made up 0.05% of Wedbush Securities's portfolio in Q2 2026, its #309 holding.
Wedbush Securities first reported a position in SoFi Select 500 ETF in Q1 2023 and has held it in 14 quarters since.
61 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.