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

EverSource Wealth Advisors’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	-76	Closed	-$1.24K	–	4490
2025 Q4	$1.24K	Hold	76	–	–	﹤0.01%	3653
2025 Q3	$1.22K	Hold	76	–	–	﹤0.01%	3701
2025 Q2	$1.13K	Buy	76 +1	+1%	+$14	﹤0.01%	3700
2025 Q1	$1.01K	Hold	75	–	–	﹤0.01%	3224
2024 Q4	$1.08K	Hold	75	–	–	﹤0.01%	2935
2024 Q3	$1.07K	Hold	75	–	–	﹤0.01%	2711
2024 Q2	$1.05K	Hold	75	–	–	﹤0.01%	2734
2024 Q1	$991	Buy	+75	New	+$980	﹤0.01%	2585

EverSource Wealth Advisors's SFYX Position: Q1 2026 in Review

EverSource Wealth Advisors sold out of SoFi Next 500 ETF (SFYX) in Q1 2026, closing a stake of 76 shares — an estimated $1.24K sold.

EverSource Wealth Advisors first reported a position in SFYX in Q1 2024 and held it in 8 quarters. The position peaked at $1.24K in Q4 2025. 0 funds tracked by Wall St. Rank hold SFYX as of Q1 2026.

EverSource Wealth Advisors reported no remaining SoFi Next 500 ETF position as of Q1 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 76 SoFi Next 500 ETF shares in Q1 2026, an estimated $1.24K.
EverSource Wealth Advisors first reported a position in SoFi Next 500 ETF in Q1 2024 and held it in 8 quarters.
EverSource Wealth Advisors's SoFi Next 500 ETF position peaked at $1.24K in Q4 2025.
0 funds tracked by Wall St. Rank held SoFi Next 500 ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.