Copia Wealth Management’s SoFi Next 500 ETF SFYX Stock Holding History

Copia Wealth Management’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	-15	Closed	-$244	–	546
2025 Q4	$244	Hold	15	–	–	﹤0.01%	508
2025 Q3	$241	Hold	15	–	–	﹤0.01%	461
2025 Q2	$224	Buy	+15	New	+$208	﹤0.01%	453

Copia Wealth Management's SFYX Position: Q1 2026 in Review

Copia Wealth Management sold out of SoFi Next 500 ETF (SFYX) in Q1 2026, closing a stake of 15 shares — an estimated $244 sold.

Copia Wealth Management first reported a position in SFYX in Q2 2025 and held it in 3 quarters. The position peaked at $244 in Q4 2025. 0 funds tracked by Wall St. Rank hold SFYX as of Q1 2026.

Copia Wealth Management reported no remaining SoFi Next 500 ETF position as of Q1 2026 after selling out during the quarter.
Copia Wealth Management sold 15 SoFi Next 500 ETF shares in Q1 2026, an estimated $244.
Copia Wealth Management first reported a position in SoFi Next 500 ETF in Q2 2025 and held it in 3 quarters.
Copia Wealth Management's SoFi Next 500 ETF position peaked at $244 in Q4 2025.
0 funds tracked by Wall St. Rank held SoFi Next 500 ETF as of Q1 2026.

Based on Copia Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.