Northwestern Mutual Wealth Management’s SoFi Next 500 ETF SFYX Stock Holding History

Northwestern Mutual Wealth 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
2025 Q1	–	Sell	-50	Closed	-$727	–	3917
2024 Q4	$727	Hold	50	–	–	﹤0.01%	3339
2024 Q3	$713	Sell	50 -20	-29%	-$274	﹤0.01%	3296
2024 Q2	$933	Buy	70 +50	+250%	+$673	﹤0.01%	3220
2024 Q1	$279	Buy	+20	New	+$261	﹤0.01%	3368
2023 Q4	–	Sell	-72	Closed	-$847	–	3658
2023 Q3	$847	Buy	+72	New	+$882	﹤0.01%	3062
2023 Q1	–	Sell	-92	Closed	-$1.01K	–	3562
2022 Q4	$1.01K	Buy	92 +91	+9,100%	+$1.02K	﹤0.01%	3043
2022 Q3	$0	Hold	1	–	–	﹤0.01%	3360
2022 Q2	$0	Hold	1	–	–	﹤0.01%	3439
2022 Q1	$0	Hold	1	–	–	﹤0.01%	3367
2021 Q4	$0	Hold	1	–	–	﹤0.01%	3312
2021 Q3	$0	Hold	1	–	–	﹤0.01%	3193
2021 Q2	$0	Buy	+1	New	+$14	﹤0.01%	3141

Other funds holding SFYX

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management's SFYX Position: Q1 2025 in Review

Northwestern Mutual Wealth Management sold out of SoFi Next 500 ETF (SFYX) in Q1 2025, closing a stake of 50 shares — an estimated $727 sold.

Northwestern Mutual Wealth Management first reported a position in SFYX in Q2 2021 and held it in 12 quarters. The position peaked at $1.01K in Q4 2022. 17 funds tracked by Wall St. Rank hold SFYX as of Q1 2025.

Northwestern Mutual Wealth Management reported no remaining SoFi Next 500 ETF position as of Q1 2025 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 50 SoFi Next 500 ETF shares in Q1 2025, an estimated $727.
Northwestern Mutual Wealth Management first reported a position in SoFi Next 500 ETF in Q2 2021 and held it in 12 quarters.
Northwestern Mutual Wealth Management's SoFi Next 500 ETF position peaked at $1.01K in Q4 2022.
17 funds tracked by Wall St. Rank held SoFi Next 500 ETF as of Q1 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.