AWM
SFYX

Abound Wealth Management’s SoFi Next 500 ETF SFYX Stock Holding History

Abound Wealth Management’s Portfolio SFYX Stock Details SFYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-182
Closed -$2.46K – 1341
2025
Q1 		$2.46K Buy
+182
New +$2.65K ﹤0.01% 669

Other funds holding SFYX

GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SW
SoFi Wealth San Francisco, California $2.08B AUM 18.22% 1-Year Est. Return
CFO
CVA Family Office Denver, Colorado $950M AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

Abound Wealth Management's SFYX Position: Q2 2025 in Review

Abound Wealth Management sold out of SoFi Next 500 ETF (SFYX) in Q2 2025, closing a stake of 182 shares — an estimated $2.46K sold.

Abound Wealth Management first reported a position in SFYX in Q1 2025 and held it in 1 quarter. The position peaked at $2.46K in Q1 2025. 16 funds tracked by Wall St. Rank hold SFYX as of Q2 2025.

  • Abound Wealth Management reported no remaining SoFi Next 500 ETF position as of Q2 2025 after selling out during the quarter.
  • Abound Wealth Management sold 182 SoFi Next 500 ETF shares in Q2 2025, an estimated $2.46K.
  • Abound Wealth Management first reported a position in SoFi Next 500 ETF in Q1 2025 and held it in 1 quarter.
  • Abound Wealth Management's SoFi Next 500 ETF position peaked at $2.46K in Q1 2025.
  • 16 funds tracked by Wall St. Rank held SoFi Next 500 ETF as of Q2 2025.

Based on Abound Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.