AssetMark Inc’s SoFi Next 500 ETF SFYX Stock Holding History

AssetMark Inc’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
2026 Q1	–	Sell	-625	Closed	-$10.2K	–	3579
2025 Q4	$10.2K	Buy	+625	New	+$10.1K	﹤0.01%	2214
2024 Q3	–	Sell	-1,251	Closed	-$16.7K	–	2350
2024 Q2	$16.7K	Buy	1,251 +294	+31%	+$3.96K	﹤0.01%	1414
2024 Q1	$13.4K	Buy	+957	New	+$12.5K	﹤0.01%	1342
2023 Q4	–	Sell	-811	Closed	-$9.54K	–	1995
2023 Q3	$9.54K	Buy	+811	New	+$9.94K	﹤0.01%	1337

AssetMark Inc's SFYX Position: Q1 2026 in Review

AssetMark Inc sold out of SoFi Next 500 ETF (SFYX) in Q1 2026, closing a stake of 625 shares — an estimated $10.2K sold.

AssetMark Inc first reported a position in SFYX in Q3 2023 and held it in 4 quarters. The position peaked at $16.7K in Q2 2024. 0 funds tracked by Wall St. Rank hold SFYX as of Q1 2026.

AssetMark Inc reported no remaining SoFi Next 500 ETF position as of Q1 2026 after selling out during the quarter.
AssetMark Inc sold 625 SoFi Next 500 ETF shares in Q1 2026, an estimated $10.2K.
AssetMark Inc first reported a position in SoFi Next 500 ETF in Q3 2023 and held it in 4 quarters.
AssetMark Inc's SoFi Next 500 ETF position peaked at $16.7K in Q2 2024.
0 funds tracked by Wall St. Rank held SoFi Next 500 ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.