Raymond James Financial
SFYX

Raymond James Financial’s SoFi Next 500 ETF SFYX Stock Holding History

Raymond James Financial’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
Q3 		– Sell
-9,637
Closed -$144K – 6451
2025
Q2 		$144K Sell
9,637
-899
-9% -$12.5K ﹤0.01% 4688
2025
Q1 		$143K Buy
+10,536
New +$153K ﹤0.01% 4488

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Raymond James Financial's SFYX Position: Q3 2025 in Review

Raymond James Financial sold out of SoFi Next 500 ETF (SFYX) in Q3 2025, closing a stake of 9,637 shares — an estimated $144K sold.

Raymond James Financial first reported a position in SFYX in Q1 2025 and held it in 2 quarters. The position peaked at $144K in Q2 2025. 13 funds tracked by Wall St. Rank hold SFYX as of Q3 2025.

  • Raymond James Financial reported no remaining SoFi Next 500 ETF position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 9,637 SoFi Next 500 ETF shares in Q3 2025, an estimated $144K.
  • Raymond James Financial first reported a position in SoFi Next 500 ETF in Q1 2025 and held it in 2 quarters.
  • Raymond James Financial's SoFi Next 500 ETF position peaked at $144K in Q2 2025.
  • 13 funds tracked by Wall St. Rank held SoFi Next 500 ETF as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.