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Bear Mountain Capital’s SoFi Next 500 ETF SFYX Stock Holding History

Bear Mountain Capital’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
Q2 		– Sell
-160
Closed -$2.1K – 214
2024
Q1 		$2.1K Hold
160
– – ﹤0.01% 166
2023
Q4 		$1.98K Buy
+160
New +$1.88K ﹤0.01% 171

Other funds holding SFYX

SoFi Wealth
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CFO
CVA Family Office Denver, Colorado $1.1B AUM 26.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

Bear Mountain Capital's SFYX Position: Q2 2024 in Review

Bear Mountain Capital sold out of SoFi Next 500 ETF (SFYX) in Q2 2024, closing a stake of 160 shares — an estimated $2.1K sold.

Bear Mountain Capital first reported a position in SFYX in Q4 2023 and held it in 2 quarters. The position peaked at $2.1K in Q1 2024. 17 funds tracked by Wall St. Rank hold SFYX as of Q2 2024.

  • Bear Mountain Capital reported no remaining SoFi Next 500 ETF position as of Q2 2024 after selling out during the quarter.
  • Bear Mountain Capital sold 160 SoFi Next 500 ETF shares in Q2 2024, an estimated $2.1K.
  • Bear Mountain Capital first reported a position in SoFi Next 500 ETF in Q4 2023 and held it in 2 quarters.
  • Bear Mountain Capital's SoFi Next 500 ETF position peaked at $2.1K in Q1 2024.
  • 17 funds tracked by Wall St. Rank held SoFi Next 500 ETF as of Q2 2024.

Based on Bear Mountain Capital's 13F filing for Q2 2024, filed 23 Jul 2024.