Koshinski Asset Management
SFYX

Koshinski Asset Management’s SoFi Next 500 ETF SFYX Stock Holding History

Koshinski Asset Management’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
2022
Q2 		– Sell
-230
Closed -$3.1K – 1737
2022
Q1 		$3.1K Hold
230
– – ﹤0.01% 1884
2021
Q4 		$3.34K Hold
230
– – ﹤0.01% 1884
2021
Q3 		$3.27K Buy
+230
New +$3.29K ﹤0.01% 1927

Other funds holding SFYX

SW
SoFi Wealth San Francisco, California $2.08B AUM 18.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Koshinski Asset Management's SFYX Position: Q2 2022 in Review

Koshinski Asset Management sold out of SoFi Next 500 ETF (SFYX) in Q2 2022, closing a stake of 230 shares — an estimated $3.1K sold.

Koshinski Asset Management first reported a position in SFYX in Q3 2021 and held it in 3 quarters. The position peaked at $3.34K in Q4 2021. 12 funds tracked by Wall St. Rank hold SFYX as of Q2 2022.

  • Koshinski Asset Management reported no remaining SoFi Next 500 ETF position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 230 SoFi Next 500 ETF shares in Q2 2022, an estimated $3.1K.
  • Koshinski Asset Management first reported a position in SoFi Next 500 ETF in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's SoFi Next 500 ETF position peaked at $3.34K in Q4 2021.
  • 12 funds tracked by Wall St. Rank held SoFi Next 500 ETF as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.