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

Concord Wealth Partners’s Portfolio SFYX Stock Details SFYX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$130	Hold
2025 Q3	$129	Hold
2025 Q2	$119	Hold
2025 Q1	$108	Hold
2024 Q4	$116	Hold
2024 Q3	$114	Hold
2024 Q2	$107	Hold
2024 Q1	$112	Buy