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

Parallel 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
2022 Q2	–	Sell	-38	Closed	-$1K	–	3325
2022 Q1	$1K	Hold	38	–	–	﹤0.01%	2829
2021 Q4	$1K	Buy	+38	New	+$558	﹤0.01%	2953

Other funds holding SFYX

SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

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

Parallel Advisors's SFYX Position: Q2 2022 in Review

Parallel Advisors sold out of SoFi Next 500 ETF (SFYX) in Q2 2022, closing a stake of 38 shares — an estimated $1K sold.

Parallel Advisors first reported a position in SFYX in Q4 2021 and held it in 2 quarters. The position peaked at $1K in Q1 2022. 12 funds tracked by Wall St. Rank hold SFYX as of Q2 2022.

Parallel Advisors reported no remaining SoFi Next 500 ETF position as of Q2 2022 after selling out during the quarter.
Parallel Advisors sold 38 SoFi Next 500 ETF shares in Q2 2022, an estimated $1K.
Parallel Advisors first reported a position in SoFi Next 500 ETF in Q4 2021 and held it in 2 quarters.
Parallel Advisors's SoFi Next 500 ETF position peaked at $1K in Q1 2022.
12 funds tracked by Wall St. Rank held SoFi Next 500 ETF as of Q2 2022.

Based on Parallel Advisors's 13F filing for Q2 2022, filed 1 Aug 2022.