SO previous ETF holdings
Dates are bounded by retained official portfolio snapshots; baseline presence is never presented as an original addition date.
Previous ETFs holding SO
| ETF | Fund | Added / first observed | Removed / first absent |
|---|---|---|---|
| ACSI | American Customer Satisfaction ETF | Present before retained history; addition date unavailable | 2020-09-30 |
| ACV | Virtus Diversified Income & Convertible Fund | 2022-04-29 | 2022-07-29 |
| ADX | ADAMS DIVERSIFIED EQUITY FUND, INC. | 2021-03-31 | 2021-09-30 |
| AFLG | First Trust Active Factor Large Cap ETF | 2023-05-31 | 2026-02-28 |
| AFLG | First Trust Active Factor Large Cap ETF | 2022-08-31 | 2023-02-28 |
| AIEQ | Amplify AI Powered Equity ETF | 2023-09-30 | 2023-12-31 |
| ALTL | Pacer Lunt Large Cap Alternator ETF | 2025-04-30 | 2025-07-31 |
| ALTL | Pacer Lunt Large Cap Alternator ETF | 2024-04-30 | 2025-01-31 |
| ALTL | Pacer Lunt Large Cap Alternator ETF | 2023-01-31 | 2023-04-30 |
| ALTL | Pacer Lunt Large Cap Alternator ETF | 2022-01-31 | 2022-10-31 |
| ALTL | Pacer Lunt Large Cap Alternator ETF | Present before retained history; addition date unavailable | 2021-10-31 |
| AVDE | Avantis International Equity ETF | Present before retained history; addition date unavailable | 2020-11-30 |
| AVDV | Avantis International Small Cap Value ETF | Present before retained history; addition date unavailable | 2020-11-30 |
| AVIV | Avantis International Large Cap Value ETF | 2022-11-30 | 2023-02-28 |
| AVSD | Avantis Responsible International Equity ETF | Present before retained history; addition date unavailable | 2023-02-28 |
| CBLS | Clough Hedged Equity ETF | 2024-10-31 | 2026-01-31 |
| CBSE | Clough Select Equity ETF | 2024-10-31 | 2026-01-31 |
| CLSE | Convergence Long/Short Equity ETF | 2025-02-28 | 2025-05-31 |
| DBEZ | Xtrackers MSCI Eurozone Hedged Equity ETF | 2022-05-31 | 2023-02-28 |
| DDIV | First Trust Dorsey Wright Momentum & Dividend ETF | 2023-09-29 | 2023-12-31 |
| DEEF | Xtrackers FTSE Developed ex US Multifactor ETF | 2022-05-31 | 2023-02-28 |
| DFP | Flaherty & Crumrine Dynamic Preferred and Income Fund Incorporated | 2020-02-28 | 2021-05-28 |
| DPG | Duff & Phelps Utility & Infrastructure Fund Inc. | 2024-04-30 | 2026-04-30 |
| DPG | Duff & Phelps Utility & Infrastructure Fund Inc. | 2021-07-30 | 2021-10-29 |
| DUBS | Aptus Large Cap Enhanced Yield ETF | Present before retained history; addition date unavailable | 2026-01-31 |
| DVOL | First Trust Dorsey Wright Momentum & Low Volatility ETF | 2023-09-29 | 2023-12-31 |
| DWPP | First Trust Dorsey Wright Peoples Portfolio ETF | Present before retained history; addition date unavailable | 2020-03-31 |
| ENDW | Cambria Endowment Style ETF | Present before retained history; addition date unavailable | 2025-08-29 |
| EPRF | Innovator S&P Investment Grade Preferred ETF | Present before retained history; addition date unavailable | 2022-10-31 |
| ERH | ALLSPRING UTILITIES & HIGH INCOME FUND | Present before retained history; addition date unavailable | 2022-11-30 |
| ERNZ | TrueShares Active Yield ETF | 2025-12-31 | 2026-03-31 |
| ESNG | Direxion MSCI USA ESG - Leaders vs. Laggards ETF | Present before retained history; addition date unavailable | 2021-07-31 |
| FAB | First Trust Multi Cap Value AlphaDEX Fund | 2022-10-31 | 2024-04-30 |
| FAB | First Trust Multi Cap Value AlphaDEX Fund | 2020-10-30 | 2022-07-29 |
| FAD | First Trust Multi Cap Growth AlphaDEX Fund | 2024-07-31 | 2025-10-31 |
| FAD | First Trust Multi Cap Growth AlphaDEX Fund | Present before retained history; addition date unavailable | 2020-07-31 |
| FCTR | First Trust Lunt U.S. Factor Rotation ETF | 2024-12-31 | 2025-12-31 |
| FCTR | First Trust Lunt U.S. Factor Rotation ETF | 2021-06-30 | 2021-12-31 |
| FCTR | First Trust Lunt U.S. Factor Rotation ETF | 2020-06-30 | 2020-12-31 |
| FCTR | First Trust Lunt U.S. Factor Rotation ETF | Present before retained history; addition date unavailable | 2019-12-31 |
| FCVT | First Trust SSI Strategic Convertible Securities ETF | 2023-10-31 | 2024-01-31 |
| FCVT | First Trust SSI Strategic Convertible Securities ETF | 2020-04-30 | 2020-07-31 |
| FCVT | First Trust SSI Strategic Convertible Securities ETF | Present before retained history; addition date unavailable | 2020-01-31 |
| FDIV | MarketDesk Focused U.S. Dividend ETF | 2020-07-31 | 2022-10-31 |
| FDL | First Trust Morningstar Dividend Leaders Index Fund | Present before retained history; addition date unavailable | 2024-06-30 |
| FEX | First Trust Large Cap Core AlphaDEX Fund | 2024-07-31 | 2025-01-31 |
| FEX | First Trust Large Cap Core AlphaDEX Fund | 2020-10-30 | 2024-04-30 |
| FEX | First Trust Large Cap Core AlphaDEX Fund | Present before retained history; addition date unavailable | 2020-07-31 |
| FFC | Flaherty & Crumrine Preferred and Income Securities Fund Incorporated | 2020-02-28 | 2021-05-28 |
| FGD | First Trust Dow Jones Global Select Dividend Index Fund | Present before retained history; addition date unavailable | 2020-06-30 |
| FLC | Flaherty & Crumrine Total Return Fund Incorporated | 2020-02-28 | 2021-05-28 |
| FLCC | Federated Hermes MDT Large Cap Core ETF | Present before retained history; addition date unavailable | 2025-08-31 |
| FLCV | Federated Hermes MDT Large Cap Value ETF | 2025-05-31 | 2025-08-31 |
| FMK | First Trust Mega Cap AlphaDex Fund | Present before retained history; addition date unavailable | 2020-07-31 |
| FPE | First Trust Preferred Securities and Income ETF | Present before retained history; addition date unavailable | 2024-01-31 |
| FPEI | First Trust Institutional Preferred Securities and Income ETF | 2021-07-31 | 2023-07-31 |
| FPEI | First Trust Institutional Preferred Securities and Income ETF | 2020-10-31 | 2021-01-31 |
| FPEI | First Trust Institutional Preferred Securities and Income ETF | Present before retained history; addition date unavailable | 2020-04-30 |
| FPF | First Trust Intermediate Duration Preferred & Income Fund | 2020-10-31 | 2023-07-31 |
| FPF | First Trust Intermediate Duration Preferred & Income Fund | Present before retained history; addition date unavailable | 2020-04-30 |
| FT | Franklin Universal Trust | Present before retained history; addition date unavailable | 2020-05-31 |
| FTA | First Trust Large Cap Value AlphaDEX Fund | 2022-10-31 | 2024-04-30 |
| FTA | First Trust Large Cap Value AlphaDEX Fund | 2020-10-30 | 2022-07-29 |
| FTC | First Trust Large Cap Growth AlphaDEX Fund | 2024-07-31 | 2025-10-31 |
| FTC | First Trust Large Cap Growth AlphaDEX Fund | Present before retained history; addition date unavailable | 2020-07-31 |
| FTHI | First Trust BuyWrite Income ETF | 2020-12-31 | 2021-03-31 |
| FTHI | First Trust BuyWrite Income ETF | Present before retained history; addition date unavailable | 2020-09-30 |
| FTLB | First Trust Nasdaq BuyWrite Income ETF | 2020-12-31 | 2021-03-31 |
| FTLB | First Trust Nasdaq BuyWrite Income ETF | Present before retained history; addition date unavailable | 2020-09-30 |
| FTLS | First Trust Long/Short Equity ETF | 2025-04-30 | 2025-07-31 |
| FTLS | First Trust Long/Short Equity ETF | 2023-10-31 | 2024-01-31 |
| FTLS | First Trust Long/Short Equity ETF | 2022-07-31 | 2022-10-31 |
| FTLS | First Trust Long/Short Equity ETF | 2020-04-30 | 2021-10-31 |
| FTQI | First Trust Nasdaq BuyWrite Income ETF | 2024-12-31 | 2025-12-31 |
| FTQI | First Trust Nasdaq BuyWrite Income ETF | 2023-12-31 | 2024-03-31 |
| FTQI | First Trust Nasdaq BuyWrite Income ETF | 2023-03-31 | 2023-09-29 |
| FUNL | CornerCap Fundametrics Large-Cap ETF | Present before retained history; addition date unavailable | 2022-03-31 |
| FXED | Sound Enhanced Fixed Income ETF | Present before retained history; addition date unavailable | 2025-08-31 |
| GCV | Gabelli Convertible & Income Securities Fund Inc | Present before retained history; addition date unavailable | 2020-09-30 |
| GDEF | Goldman Sachs Defensive Equity ETF | Present before retained history; addition date unavailable | 2024-05-31 |
| GQQQQ | Astoria US Quality Growth Kings ETF | Present before retained history; addition date unavailable | 2025-08-29 |
| GVLU | Gotham 1000 Value ETF | 2024-12-31 | 2025-03-31 |
| HAP | VanEck Natural Resources ETF | Present before retained history; addition date unavailable | 2019-12-31 |
| HEQ | John Hancock Diversified Income Fund | 2022-06-30 | 2023-09-30 |
| HEQ | John Hancock Diversified Income Fund | Present before retained history; addition date unavailable | 2020-03-31 |
| HPF | John Hancock Preferred Income Fund II | Present before retained history; addition date unavailable | 2023-01-31 |
| HPI | John Hancock Preferred Income Fund | Present before retained history; addition date unavailable | 2023-01-31 |
| HPS | John Hancock Preferred Income Fund III | Present before retained history; addition date unavailable | 2023-01-31 |
| HTD | John Hancock Tax-Advantaged Dividend Income Fund | Present before retained history; addition date unavailable | 2023-10-31 |
| HUSV | First Trust Horizon Managed Volatility Domestic ETF | 2024-01-31 | 2024-07-31 |
| HUSV | First Trust Horizon Managed Volatility Domestic ETF | 2021-04-30 | 2023-10-31 |
| HUSV | First Trust Horizon Managed Volatility Domestic ETF | 2020-10-30 | 2021-01-29 |
| HUSV | First Trust Horizon Managed Volatility Domestic ETF | 2020-01-31 | 2020-04-30 |
| ICAP | Infrastructure Capital Equity Income ETF | Present before retained history; addition date unavailable | 2024-05-31 |
| IDE | VOYA INFRASTRUCTURE, INDUSTRIALS & MATERIALS FUND | 2025-05-31 | 2025-08-31 |
| IDE | VOYA INFRASTRUCTURE, INDUSTRIALS & MATERIALS FUND | 2021-11-30 | 2023-05-31 |
| IDE | VOYA INFRASTRUCTURE, INDUSTRIALS & MATERIALS FUND | 2020-05-29 | 2020-08-31 |
| IGA | VOYA GLOBAL ADVANTAGE & PREMIUM OPPORTUNITY FUND | Present before retained history; addition date unavailable | 2021-05-28 |
| IGD | VOYA GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND | Present before retained history; addition date unavailable | 2021-05-28 |
| IGTR | Innovator Gradient Tactical Rotation Strategy ETF | 2025-01-31 | 2025-07-31 |