Osaic Holdings
SFYX

Osaic Holdings’s SoFi Next 500 ETF SFYX Stock Holding History

Osaic Holdings’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
Q2 		– Sell
-59
Closed -$801 – 7869
2025
Q1 		$801 Sell
59
-115
-66% -$1.67K ﹤0.01% 6883
2024
Q4 		$2.51K Buy
174
+66
+61% +$982 ﹤0.01% 6516
2024
Q3 		$1.54K Hold
108
– – ﹤0.01% 6706
2024
Q2 		$1.44K Sell
108
-404
-79% -$5.44K ﹤0.01% 6714
2024
Q1 		$7.15K Sell
512
-31
-6% -$405 ﹤0.01% 5928
2023
Q4 		$6.94K Sell
543
-42
-7% -$494 ﹤0.01% 6017
2023
Q3 		$6.88K Buy
585
+33
+6% +$404 ﹤0.01% 6117
2023
Q2 		$6.73K Sell
552
-16
-3% -$185 ﹤0.01% 6174
2023
Q1 		$6.51K Buy
568
+56
+11% +$653 ﹤0.01% 6216
2022
Q4 		$6K Hold
512
– – ﹤0.01% 6219
2022
Q3 		$5K Hold
512
– – ﹤0.01% 6390
2022
Q2 		$5K Buy
512
+505
+7,214% +$6.08K ﹤0.01% 6496
2022
Q1 		$0 Buy
+7
New +$93 ﹤0.01% 7463

Other funds holding SFYX

GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
AIC
Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 1-Year Est. Return

Osaic Holdings's SFYX Position: Q2 2025 in Review

Osaic Holdings sold out of SoFi Next 500 ETF (SFYX) in Q2 2025, closing a stake of 59 shares — an estimated $801 sold.

Osaic Holdings first reported a position in SFYX in Q1 2022 and held it in 13 quarters. The position peaked at $7.15K in Q1 2024. 16 funds tracked by Wall St. Rank hold SFYX as of Q2 2025.

  • Osaic Holdings reported no remaining SoFi Next 500 ETF position as of Q2 2025 after selling out during the quarter.
  • Osaic Holdings sold 59 SoFi Next 500 ETF shares in Q2 2025, an estimated $801.
  • Osaic Holdings first reported a position in SoFi Next 500 ETF in Q1 2022 and held it in 13 quarters.
  • Osaic Holdings's SoFi Next 500 ETF position peaked at $7.15K in Q1 2024.
  • 16 funds tracked by Wall St. Rank held SoFi Next 500 ETF as of Q2 2025.

Based on Osaic Holdings's 13F filing for Q2 2025, filed 13 Aug 2025.