PS
SFYX

Principal Securities’s SoFi Next 500 ETF SFYX Stock Holding History

Principal Securities’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
Q4 		– Sell
-30
Closed -$428 – 3617
2024
Q3 		$428 Buy
+30
New +$411 ﹤0.01% 3299

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Principal Securities's SFYX Position: Q4 2024 in Review

Principal Securities sold out of SoFi Next 500 ETF (SFYX) in Q4 2024, closing a stake of 30 shares — an estimated $428 sold.

Principal Securities first reported a position in SFYX in Q3 2024 and held it in 1 quarter. The position peaked at $428 in Q3 2024. 17 funds tracked by Wall St. Rank hold SFYX as of Q4 2024.

  • Principal Securities reported no remaining SoFi Next 500 ETF position as of Q4 2024 after selling out during the quarter.
  • Principal Securities sold 30 SoFi Next 500 ETF shares in Q4 2024, an estimated $428.
  • Principal Securities first reported a position in SoFi Next 500 ETF in Q3 2024 and held it in 1 quarter.
  • Principal Securities's SoFi Next 500 ETF position peaked at $428 in Q3 2024.
  • 17 funds tracked by Wall St. Rank held SoFi Next 500 ETF as of Q4 2024.

Based on Principal Securities's 13F filing for Q4 2024, filed 30 Jan 2025.