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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

GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return
CFO
CVA Family Office Denver, Colorado $1.1B AUM 26.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 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.