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 Q2	$116K	Buy	+1,863	New	+$111K	0.01%	563

Other funds holding SFYF

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Action Point Financial Planning's SFYF Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in SoFi Social 50 ETF (SFYF) in Q2 2026: 1,863 shares worth $116K. The stake represents 0.01% of the portfolio and ranks #563 among its holdings.

15 funds tracked by Wall St. Rank hold SFYF as of Q2 2026.

Action Point Financial Planning held 1,863 shares of SoFi Social 50 ETF worth $116K as of Q2 2026.
SoFi Social 50 ETF was a new Action Point Financial Planning position in Q2 2026.
SoFi Social 50 ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #563 holding.
15 funds tracked by Wall St. Rank held SoFi Social 50 ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.