Envestnet Asset Management
SFYF icon

Envestnet Asset Management’s SoFi Social 50 ETF SFYF Stock Holding History

Envestnet Asset Management’s Portfolio SFYF Stock Details SFYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$556K Sell
8,938
-291
-3% -$17.4K ﹤0.01% 3995
2026
Q1 		$471K Sell
9,229
-614
-6% -$33.1K ﹤0.01% 3974
2025
Q4 		$550K Buy
9,843
+2,190
+29% +$122K ﹤0.01% 3643
2025
Q3 		$420K Buy
7,653
+2,171
+40% +$109K ﹤0.01% 3880
2025
Q2 		$257K Buy
+5,482
New +$229K ﹤0.01% 4105

Other funds holding SFYF

PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
APFP
Action Point Financial Planning Grand Rapids, Michigan $984M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management's SFYF Position: Q2 2026 in Review

Envestnet Asset Management reduced its SoFi Social 50 ETF (SFYF) stake by 3.2% in Q2 2026, selling an estimated $17.4K and leaving 8,938 shares worth $556K. The position accounts for ﹤0.01% of the portfolio, ranked #3995.

Envestnet Asset Management first reported a position in SFYF in Q2 2025 and has held it in 5 quarters since. 15 funds tracked by Wall St. Rank hold SFYF as of Q2 2026.

  • Envestnet Asset Management held 8,938 shares of SoFi Social 50 ETF worth $556K as of Q2 2026.
  • Envestnet Asset Management sold 291 SoFi Social 50 ETF shares in Q2 2026, an estimated $17.4K.
  • SoFi Social 50 ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3995 holding.
  • Envestnet Asset Management first reported a position in SoFi Social 50 ETF in Q2 2025 and has held it in 5 quarters since.
  • 15 funds tracked by Wall St. Rank held SoFi Social 50 ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.