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
2026 Q1	–	Sell	-8	Closed	-$130	–	676
2025 Q4	$130	Hold	8	–	–	﹤0.01%	815
2025 Q3	$129	Hold	8	–	–	﹤0.01%	803
2025 Q2	$119	Hold	8	–	–	﹤0.01%	830
2025 Q1	$108	Hold	8	–	–	﹤0.01%	789
2024 Q4	$116	Hold	8	–	–	﹤0.01%	899
2024 Q3	$114	Hold	8	–	–	﹤0.01%	934
2024 Q2	$107	Hold	8	–	–	﹤0.01%	807
2024 Q1	$112	Buy	+8	New	+$105	﹤0.01%	834

Concord Wealth Partners's SFYX Position: Q1 2026 in Review

Concord Wealth Partners sold out of SoFi Next 500 ETF (SFYX) in Q1 2026, closing a stake of 8 shares — an estimated $130 sold.

Concord Wealth Partners first reported a position in SFYX in Q1 2024 and held it in 8 quarters. The position peaked at $130 in Q4 2025. 0 funds tracked by Wall St. Rank hold SFYX as of Q1 2026.

Concord Wealth Partners reported no remaining SoFi Next 500 ETF position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 8 SoFi Next 500 ETF shares in Q1 2026, an estimated $130.
Concord Wealth Partners first reported a position in SoFi Next 500 ETF in Q1 2024 and held it in 8 quarters.
Concord Wealth Partners's SoFi Next 500 ETF position peaked at $130 in Q4 2025.
0 funds tracked by Wall St. Rank held SoFi Next 500 ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.