AE Wealth Management LLC

Position in SFY — Sofi Select 500 ETF

CIK 1697723 TOPEKA, KS

Back to SFY Full portfolio

All Filings in SFY

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 SFY	$41,190	330	0.0%	Shares	Sole	2026-05-13
2025-12-31 SFY	$43,612	330	0.0%	Shares	Sole	2026-01-26
2025-09-30 SFY	$42,632	330	0.0%	Shares	Sole	2025-11-03
2025-06-30 SFY	$38,982	330	-99.8%	Shares	Sole	2025-08-06
2023-12-31 SFY	$12,887,020	152,149	-1.6%	Shares	Sole	2024-02-14
2023-09-30 SFY	$11,821,463	154,630	-0.7%	Shares	Sole	2023-10-11
2023-06-30 SFY	$12,191,153	155,698	-0.8%	Shares	Sole	2023-07-10
2023-03-31 SFY	$2,268,401	156,983	+0.5%	Shares	Sole	2023-04-14
2022-12-31 SFY	$10,376,898	156,161	+7.2%	Shares	Sole	2023-01-31
2022-09-30 SFY	$9,273,805	145,700	+64.5%	Shares	Sole	2022-10-25
2022-06-30 SFY	$1,167,000	88,552	+158.3%	Shares	Sole	2022-08-03
2022-03-31 SFY	$561,000	34,279	-3.5%	Shares	Sole	2022-04-18
2021-12-31 SFY	$3,109,575	35,538	+82.1%	Shares	Sole	2022-01-20
2021-09-30 SFY	$1,558,352	19,516	+41.8%	Shares	Sole	2021-11-01
2021-06-30 SFY	$218,000	13,759	—	Shares	Sole	2021-07-21
No filing history on record for this holder in this stock.