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Allworth Financial’s SoFi Social 50 ETF SFYF Stock Holding History

Allworth Financial’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
2025
Q3 		– Sell
-27
Closed -$1.26K – 5030
2025
Q2 		$1.26K Buy
+27
New +$1.13K ﹤0.01% 3893

Other funds holding SFYF

PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Allworth Financial's SFYF Position: Q3 2025 in Review

Allworth Financial sold out of SoFi Social 50 ETF (SFYF) in Q3 2025, closing a stake of 27 shares — an estimated $1.26K sold.

Allworth Financial first reported a position in SFYF in Q2 2025 and held it in 1 quarter. The position peaked at $1.26K in Q2 2025. 10 funds tracked by Wall St. Rank hold SFYF as of Q3 2025.

  • Allworth Financial reported no remaining SoFi Social 50 ETF position as of Q3 2025 after selling out during the quarter.
  • Allworth Financial sold 27 SoFi Social 50 ETF shares in Q3 2025, an estimated $1.26K.
  • Allworth Financial first reported a position in SoFi Social 50 ETF in Q2 2025 and held it in 1 quarter.
  • Allworth Financial's SoFi Social 50 ETF position peaked at $1.26K in Q2 2025.
  • 10 funds tracked by Wall St. Rank held SoFi Social 50 ETF as of Q3 2025.

Based on Allworth Financial's 13F filing for Q3 2025, filed 2 Dec 2025.