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Principal Securities’s SoFi Social 50 ETF SFYF Stock Holding History

Principal Securities’s Portfolio SFYF Stock Details SFYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-72
Closed -$3.95K – 3149
2025
Q3 		$3.95K Buy
+72
New +$3.62K ﹤0.01% 3033

Other funds holding SFYF

GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
AT
American Trust Lexington, Kentucky $1.3B AUM 22.28% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Securities's SFYF Position: Q4 2025 in Review

Principal Securities sold out of SoFi Social 50 ETF (SFYF) in Q4 2025, closing a stake of 72 shares — an estimated $3.95K sold.

Principal Securities first reported a position in SFYF in Q3 2025 and held it in 1 quarter. The position peaked at $3.95K in Q3 2025. 15 funds tracked by Wall St. Rank hold SFYF as of Q4 2025.

  • Principal Securities reported no remaining SoFi Social 50 ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 72 SoFi Social 50 ETF shares in Q4 2025, an estimated $3.95K.
  • Principal Securities first reported a position in SoFi Social 50 ETF in Q3 2025 and held it in 1 quarter.
  • Principal Securities's SoFi Social 50 ETF position peaked at $3.95K in Q3 2025.
  • 15 funds tracked by Wall St. Rank held SoFi Social 50 ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.