Hantz Financial Services
SFYX icon

Hantz Financial Services’s SoFi Next 500 ETF SFYX Stock Holding History

Hantz Financial Services’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
2024
Q3 		– Sell
-111
Closed -$1K – 1172
2024
Q2 		$1K Sell
111
-13
-10% -$175 ﹤0.01% 1029
2024
Q1 		$2K Buy
124
+13
+12% +$170 ﹤0.01% 1079
2023
Q4 		$1K Hold
111
– – ﹤0.01% 1101
2023
Q3 		$1K Hold
111
– – ﹤0.01% 1088
2023
Q2 		$1K Hold
111
– – ﹤0.01% 1055
2023
Q1 		$1K Hold
111
– – ﹤0.01% 1075
2022
Q4 		$1K Hold
111
– – ﹤0.01% 1043
2022
Q3 		$1K Hold
111
– – ﹤0.01% 1033
2022
Q2 		$1K Hold
111
– – ﹤0.01% 1009
2022
Q1 		$1K Buy
+111
New +$1.47K ﹤0.01% 1000

Other funds holding SFYX

SoFi Wealth
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return
GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CFO
CVA Family Office Denver, Colorado $1.1B AUM 26.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
AFS
Annapolis Financial Services Annapolis, Maryland $338M AUM 23.49% 1-Year Est. Return

Hantz Financial Services's SFYX Position: Q3 2024 in Review

Hantz Financial Services sold out of SoFi Next 500 ETF (SFYX) in Q3 2024, closing a stake of 111 shares — an estimated $1K sold.

Hantz Financial Services first reported a position in SFYX in Q1 2022 and held it in 10 quarters. The position peaked at $2K in Q1 2024. 15 funds tracked by Wall St. Rank hold SFYX as of Q3 2024.

  • Hantz Financial Services reported no remaining SoFi Next 500 ETF position as of Q3 2024 after selling out during the quarter.
  • Hantz Financial Services sold 111 SoFi Next 500 ETF shares in Q3 2024, an estimated $1K.
  • Hantz Financial Services first reported a position in SoFi Next 500 ETF in Q1 2022 and held it in 10 quarters.
  • Hantz Financial Services's SoFi Next 500 ETF position peaked at $2K in Q1 2024.
  • 15 funds tracked by Wall St. Rank held SoFi Next 500 ETF as of Q3 2024.

Based on Hantz Financial Services's 13F filing for Q3 2024, filed 14 Nov 2024.