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SFYX

NewEdge Advisors’s SoFi Next 500 ETF SFYX Stock Holding History

NewEdge 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
2024
Q2 		– Sell
-2
Closed -$28 – 3982
2024
Q1 		$28 Hold
2
– – ﹤0.01% 3756
2023
Q4 		$26 Buy
+2
New +$24 ﹤0.01% 3691
2023
Q1 		– Sell
-5
Closed -$55 – 4035
2022
Q4 		$55 Buy
+5
New +$56 ﹤0.01% 3455

Other funds holding SFYX

SW
SoFi Wealth San Francisco, California $2.08B AUM 18.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CFO
CVA Family Office Denver, Colorado $950M AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

NewEdge Advisors's SFYX Position: Q2 2024 in Review

NewEdge Advisors sold out of SoFi Next 500 ETF (SFYX) in Q2 2024, closing a stake of 2 shares — an estimated $28 sold.

NewEdge Advisors first reported a position in SFYX in Q4 2022 and held it in 3 quarters. The position peaked at $55 in Q4 2022. 17 funds tracked by Wall St. Rank hold SFYX as of Q2 2024.

  • NewEdge Advisors reported no remaining SoFi Next 500 ETF position as of Q2 2024 after selling out during the quarter.
  • NewEdge Advisors sold 2 SoFi Next 500 ETF shares in Q2 2024, an estimated $28.
  • NewEdge Advisors first reported a position in SoFi Next 500 ETF in Q4 2022 and held it in 3 quarters.
  • NewEdge Advisors's SoFi Next 500 ETF position peaked at $55 in Q4 2022.
  • 17 funds tracked by Wall St. Rank held SoFi Next 500 ETF as of Q2 2024.

Based on NewEdge Advisors's 13F filing for Q2 2024, filed 16 Aug 2024.