AFS
SFYX

Annapolis Financial Services’s SoFi Next 500 ETF SFYX Stock Holding History

Annapolis Financial Services’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
2024
Q3 		$757 Hold
53
– – ﹤0.01% 371
2024
Q2 		$707 Hold
53
– – ﹤0.01% 355
2024
Q1 		$740 Hold
53
– – ﹤0.01% 347
2023
Q4 		$678 Hold
53
– – ﹤0.01% 453
2023
Q3 		$624 Hold
53
– – ﹤0.01% 463
2023
Q2 		$647 Hold
53
– – ﹤0.01% 468
2023
Q1 		$609 Hold
53
– – ﹤0.01% 431
2022
Q4 		$585 Hold
53
– – ﹤0.01% 413
2022
Q3 		$1K Buy
+53
New +$610 ﹤0.01% 490

Other funds holding SFYX

SW
SoFi Wealth San Francisco, California $2.08B AUM 18.22% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Annapolis Financial Services's SFYX Position: Q3 2024 in Review

Annapolis Financial Services held its SoFi Next 500 ETF (SFYX) position steady in Q3 2024 at 53 shares worth $757. The position accounts for ﹤0.01% of the portfolio, ranked #371.

Annapolis Financial Services first reported a position in SFYX in Q3 2022 and has held it in 9 quarters since. The position peaked at $1K in Q3 2022. 15 funds tracked by Wall St. Rank hold SFYX as of Q3 2024.

  • Annapolis Financial Services held 53 shares of SoFi Next 500 ETF worth $757 as of Q3 2024.
  • Annapolis Financial Services left its SoFi Next 500 ETF share count unchanged in Q3 2024.
  • SoFi Next 500 ETF made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #371 holding.
  • Annapolis Financial Services first reported a position in SoFi Next 500 ETF in Q3 2022 and has held it in 9 quarters since.
  • Annapolis Financial Services's SoFi Next 500 ETF position peaked at $1K in Q3 2022.
  • 15 funds tracked by Wall St. Rank held SoFi Next 500 ETF as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.