Action Point Financial Planning’s SoFi Social 50 ETF SFYF Stock Holding History

Action Point Financial Planning’s Portfolio SFYF Stock Details SFYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-1,863	Closed	-$116K	–	2148
2026 Q2	$116K	Buy	+1,863	New	+$111K	0.01%	563

Other funds holding SFYF

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $30.5B AUM

Action Point Financial Planning's SFYF Position: Q3 2026 in Review

Action Point Financial Planning sold out of SoFi Social 50 ETF (SFYF) in Q3 2026, closing a stake of 1,863 shares — an estimated $116K sold.

Action Point Financial Planning first reported a position in SFYF in Q2 2026 and held it in 1 quarter. The position peaked at $116K in Q2 2026. 8 funds tracked by Wall St. Rank hold SFYF as of Q3 2026.

Action Point Financial Planning reported no remaining SoFi Social 50 ETF position as of Q3 2026 after selling out during the quarter.
Action Point Financial Planning sold 1,863 SoFi Social 50 ETF shares in Q3 2026, an estimated $116K.
Action Point Financial Planning first reported a position in SoFi Social 50 ETF in Q2 2026 and held it in 1 quarter.
Action Point Financial Planning's SoFi Social 50 ETF position peaked at $116K in Q2 2026.
8 funds tracked by Wall St. Rank held SoFi Social 50 ETF as of Q3 2026.

Based on Action Point Financial Planning's 13F filing for Q3 2026, filed 13 Nov 2026.