Concord Wealth Partners’s SoFi Next 500 ETF SFYX Stock Holding History

Concord Wealth Partners’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
2025 Q2	$119	Hold
2025 Q1	$108	Hold
2024 Q4	$116	Hold
2024 Q3	$114	Hold
2024 Q2	$107	Hold
2024 Q1	$112	Buy