Ellevest Inc’s SoFi Next 500 ETF SFYX Stock Holding History

Ellevest Inc’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
2021 Q3	–	Sell	-471	Closed	-$7K	–	1557
2021 Q2	$7K	Buy	+471	New	+$6.59K	﹤0.01%	844

Other funds holding SFYX

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Ellevest Inc's SFYX Position: Q3 2021 in Review

Ellevest Inc sold out of SoFi Next 500 ETF (SFYX) in Q3 2021, closing a stake of 471 shares — an estimated $7K sold.

Ellevest Inc first reported a position in SFYX in Q2 2021 and held it in 1 quarter. The position peaked at $7K in Q2 2021. 6 funds tracked by Wall St. Rank hold SFYX as of Q3 2021.

Ellevest Inc reported no remaining SoFi Next 500 ETF position as of Q3 2021 after selling out during the quarter.
Ellevest Inc sold 471 SoFi Next 500 ETF shares in Q3 2021, an estimated $7K.
Ellevest Inc first reported a position in SoFi Next 500 ETF in Q2 2021 and held it in 1 quarter.
Ellevest Inc's SoFi Next 500 ETF position peaked at $7K in Q2 2021.
6 funds tracked by Wall St. Rank held SoFi Next 500 ETF as of Q3 2021.

Based on Ellevest Inc's 13F filing for Q3 2021, filed 19 Oct 2021.