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Creative Financial Designs’s SoFi Next 500 ETF SFYX Stock Holding History

Creative Financial Designs’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
Q1 		– Sell
-5
Closed -$73 – 2122
2024
Q4 		$73 Buy
+5
New +$74 ﹤0.01% 1775

Other funds holding SFYX

GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return
CFO
CVA Family Office Denver, Colorado $1.1B AUM 26.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Financial Designs's SFYX Position: Q1 2025 in Review

Creative Financial Designs sold out of SoFi Next 500 ETF (SFYX) in Q1 2025, closing a stake of 5 shares — an estimated $73 sold.

Creative Financial Designs first reported a position in SFYX in Q4 2024 and held it in 1 quarter. The position peaked at $73 in Q4 2024. 17 funds tracked by Wall St. Rank hold SFYX as of Q1 2025.

  • Creative Financial Designs reported no remaining SoFi Next 500 ETF position as of Q1 2025 after selling out during the quarter.
  • Creative Financial Designs sold 5 SoFi Next 500 ETF shares in Q1 2025, an estimated $73.
  • Creative Financial Designs first reported a position in SoFi Next 500 ETF in Q4 2024 and held it in 1 quarter.
  • Creative Financial Designs's SoFi Next 500 ETF position peaked at $73 in Q4 2024.
  • 17 funds tracked by Wall St. Rank held SoFi Next 500 ETF as of Q1 2025.

Based on Creative Financial Designs's 13F filing for Q1 2025, filed 23 Apr 2025.