JY
SFYX

Jeff Yass’s SoFi Next 500 ETF SFYX Stock Holding History

Jeff Yass’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
2025
Q1 		– Sell
-34,567
Closed -$499K – 13354
2024
Q4 		$499K Sell
34,567
-13,840
-29% -$206K ﹤0.01% 8672
2024
Q3 		$691K Buy
48,407
+37,830
+358% +$518K ﹤0.01% 7688
2024
Q2 		$141K Sell
10,577
-19,316
-65% -$260K ﹤0.01% 10761
2024
Q1 		$417K Buy
29,893
+5,228
+21% +$68.3K ﹤0.01% 8936
2023
Q4 		$315K Buy
+24,665
New +$290K ﹤0.01% 9736
2022
Q4 		– Sell
-22,830
Closed -$236K – 13550
2022
Q3 		$236K Sell
22,830
-6,166
-21% -$71K ﹤0.01% 10424
2022
Q2 		$310K Sell
28,996
-18,279
-39% -$220K ﹤0.01% 9484
2022
Q1 		$637K Buy
47,275
+31,218
+194% +$414K ﹤0.01% 8300
2021
Q4 		$233K Buy
+16,057
New +$236K ﹤0.01% 11112
2021
Q3 		– Sell
-15,381
Closed -$219K – 13474
2021
Q2 		$219K Buy
+15,381
New +$215K ﹤0.01% 11411

Other funds holding SFYX

GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 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

Jeff Yass's SFYX Position: Q1 2025 in Review

Jeff Yass sold out of SoFi Next 500 ETF (SFYX) in Q1 2025, closing a stake of 34,567 shares — an estimated $499K sold.

Jeff Yass first reported a position in SFYX in Q2 2021 and held it in 10 quarters. The position peaked at $691K in Q3 2024. 17 funds tracked by Wall St. Rank hold SFYX as of Q1 2025.

  • Jeff Yass reported no remaining SoFi Next 500 ETF position as of Q1 2025 after selling out during the quarter.
  • Jeff Yass sold 34,567 SoFi Next 500 ETF shares in Q1 2025, an estimated $499K.
  • Jeff Yass first reported a position in SoFi Next 500 ETF in Q2 2021 and held it in 10 quarters.
  • Jeff Yass's SoFi Next 500 ETF position peaked at $691K in Q3 2024.
  • 17 funds tracked by Wall St. Rank held SoFi Next 500 ETF as of Q1 2025.

Based on Susquehanna International Group's 13F filing for Q1 2025, filed 14 May 2025.