CVA Family Office’s SoFi Next 500 ETF SFYX Stock Holding History

CVA Family Office’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	-675	Closed	-$11K	–	1870
2025 Q4	$11K	Hold	675	–	–	﹤0.01%	782
2025 Q3	$10.9K	Hold	675	–	–	﹤0.01%	793
2025 Q2	$10.1K	Hold	675	–	–	﹤0.01%	798
2025 Q1	$9.13K	Sell	675 -115	-15%	-$1.67K	﹤0.01%	809
2024 Q4	$11.4K	Hold	790	–	–	﹤0.01%	771
2024 Q3	$11.3K	Hold	790	–	–	﹤0.01%	740
2024 Q2	$10.5K	Hold	790	–	–	﹤0.01%	736
2024 Q1	$11K	Hold	790	–	–	﹤0.01%	731
2023 Q4	$10.1K	Buy	+790	New	+$9.3K	﹤0.01%	723

CVA Family Office's SFYX Position: Q1 2026 in Review

CVA Family Office sold out of SoFi Next 500 ETF (SFYX) in Q1 2026, closing a stake of 675 shares — an estimated $11K sold.

CVA Family Office first reported a position in SFYX in Q4 2023 and held it in 9 quarters. The position peaked at $11.4K in Q4 2024. 0 funds tracked by Wall St. Rank hold SFYX as of Q1 2026.

CVA Family Office reported no remaining SoFi Next 500 ETF position as of Q1 2026 after selling out during the quarter.
CVA Family Office sold 675 SoFi Next 500 ETF shares in Q1 2026, an estimated $11K.
CVA Family Office first reported a position in SoFi Next 500 ETF in Q4 2023 and held it in 9 quarters.
CVA Family Office's SoFi Next 500 ETF position peaked at $11.4K in Q4 2024.
0 funds tracked by Wall St. Rank held SoFi Next 500 ETF as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.