Client First Investment Management’s SoFi Social 50 ETF SFYF Stock Holding History

Client First Investment Management’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 Q1	–	Sell	-39,826	Closed	-$1.72M	–	20
2024 Q4	$1.72M	Buy	+39,826	New	+$1.63M	1.1%	12

Other funds holding SFYF

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

Transce3nd Kyle, Texas $11.3M AUM 11.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Client First Investment Management's SFYF Position: Q1 2025 in Review

Client First Investment Management sold out of SoFi Social 50 ETF (SFYF) in Q1 2025, closing a stake of 39,826 shares — an estimated $1.72M sold.

Client First Investment Management first reported a position in SFYF in Q4 2024 and held it in 1 quarter. The position peaked at $1.72M in Q4 2024. 3 funds tracked by Wall St. Rank hold SFYF as of Q1 2025.

Client First Investment Management reported no remaining SoFi Social 50 ETF position as of Q1 2025 after selling out during the quarter.
Client First Investment Management sold 39,826 SoFi Social 50 ETF shares in Q1 2025, an estimated $1.72M.
Client First Investment Management first reported a position in SoFi Social 50 ETF in Q4 2024 and held it in 1 quarter.
Client First Investment Management's SoFi Social 50 ETF position peaked at $1.72M in Q4 2024.
3 funds tracked by Wall St. Rank held SoFi Social 50 ETF as of Q1 2025.

Based on Client First Investment Management's 13F filing for Q1 2025, filed 14 Apr 2025.