ZEGA Investments’s SoFi Select 500 ETF SFY Stock Holding History

ZEGA Investments’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	$801K	Buy	+6,417	New	+$841K	0.09%	131

Other funds holding SFY

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

MFG

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ACM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $893B AUM 36.07% 1-Year Est. Return

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

ZEGA Investments's SFY Position: Q1 2026 in Review

ZEGA Investments opened a new position in SoFi Select 500 ETF (SFY) in Q1 2026: 6,417 shares worth $801K. The stake represents 0.09% of the portfolio and ranks #131 among its holdings.

57 funds tracked by Wall St. Rank hold SFY as of Q1 2026.

ZEGA Investments held 6,417 shares of SoFi Select 500 ETF worth $801K as of Q1 2026.
SoFi Select 500 ETF was a new ZEGA Investments position in Q1 2026.
SoFi Select 500 ETF made up 0.09% of ZEGA Investments's portfolio in Q1 2026, its #131 holding.
57 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q1 2026.

Based on ZEGA Investments's 13F filing for Q1 2026, filed 11 May 2026.