MPCL
SFYX

My Personal CFO LLC’s SoFi Next 500 ETF SFYX Stock Holding History

My Personal CFO LLC’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
2023
Q1 		– Sell
-73
Closed -$805 – 683
2022
Q4 		$805 Buy
+73
New +$819 ﹤0.01% 675

Other funds holding SFYX

SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
AFS
Annapolis Financial Services Annapolis, Maryland $338M AUM 23.49% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

My Personal CFO LLC's SFYX Position: Q1 2023 in Review

My Personal CFO LLC sold out of SoFi Next 500 ETF (SFYX) in Q1 2023, closing a stake of 73 shares — an estimated $805 sold.

My Personal CFO LLC first reported a position in SFYX in Q4 2022 and held it in 1 quarter. The position peaked at $805 in Q4 2022. 11 funds tracked by Wall St. Rank hold SFYX as of Q1 2023.

  • My Personal CFO LLC reported no remaining SoFi Next 500 ETF position as of Q1 2023 after selling out during the quarter.
  • My Personal CFO LLC sold 73 SoFi Next 500 ETF shares in Q1 2023, an estimated $805.
  • My Personal CFO LLC first reported a position in SoFi Next 500 ETF in Q4 2022 and held it in 1 quarter.
  • My Personal CFO LLC's SoFi Next 500 ETF position peaked at $805 in Q4 2022.
  • 11 funds tracked by Wall St. Rank held SoFi Next 500 ETF as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.