EverSource Wealth Advisors’s SoFi Next 500 ETF SFYX Stock Holding History

EverSource Wealth Advisors’s Portfolio SFYX Stock Details SFYX Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$1.24K	Hold
2025 Q3	$1.22K	Hold
2025 Q2	$1.13K	Buy
2025 Q1	$1.01K	Hold
2024 Q4	$1.08K	Hold
2024 Q3	$1.07K	Hold
2024 Q2	$1.05K	Hold
2024 Q1	$991	Buy