SoFi Wealth’s SoFi Next 500 ETF SFYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-700
| Closed | -$11.4K | – | 53 |
|
|
2025
Q4 | $11.4K | Sell |
700
-23
| -3% | -$371 | ﹤0.01% | 43 |
|
|
2025
Q3 | $11.6K | Sell |
723
-60
| -8% | -$933 | ﹤0.01% | 44 |
|
|
2025
Q2 | $11.7K | Sell |
783
-276
| -26% | -$3.83K | ﹤0.01% | 42 |
|
|
2025
Q1 | $14.3K | Sell |
1,059
-5,693,192
| -100% | -$82.7M | ﹤0.01% | 36 |
|
|
2024
Q4 | $82.2M | Buy |
5,694,251
+249,020
| +5% | +$3.7M | 5.64% | 4 |
|
|
2024
Q3 | $77.7M | Buy |
5,445,231
+431,498
| +9% | +$5.91M | 5.72% | 4 |
|
|
2024
Q2 | $66.8M | Buy |
5,013,733
+504,558
| +11% | +$6.8M | 5.6% | 4 |
|
|
2024
Q1 | $62.9M | Buy |
4,509,175
+337,774
| +8% | +$4.41M | 5.85% | 4 |
|
|
2023
Q4 | $53.3M | Buy |
4,171,401
+219,541
| +6% | +$2.58M | 5.71% | 4 |
|
|
2023
Q3 | $46.5M | Buy |
3,951,860
+209,344
| +6% | +$2.57M | 5.67% | 4 |
|
|
2023
Q2 | $45.6M | Buy |
3,742,516
+217,913
| +6% | +$2.51M | 5.63% | 4 |
|
|
2023
Q1 | $40.4M | Buy |
3,524,603
+193,786
| +6% | +$2.26M | 5.45% | 4 |
|
|
2022
Q4 | $36.7M | Buy |
3,330,817
+149,292
| +5% | +$1.68M | 5.53% | 5 |
|
|
2022
Q3 | $32.9M | Buy |
3,181,525
+183,580
| +6% | +$2.11M | 5.51% | 5 |
|
|
2022
Q2 | $32.1M | Buy |
2,997,945
+206,250
| +7% | +$2.48M | 5.37% | 5 |
|
|
2022
Q1 | $37.6M | Buy |
+2,791,695
| New | +$37M | 5.71% | 4 |
|
SoFi Wealth's SFYX Position: Q1 2026 in Review
SoFi Wealth sold out of SoFi Next 500 ETF (SFYX) in Q1 2026, closing a stake of 700 shares — an estimated $11.4K sold.
SoFi Wealth first reported a position in SFYX in Q1 2022 and held it in 16 quarters. The position peaked at $82.2M in Q4 2024. 0 funds tracked by Wall St. Rank hold SFYX as of Q1 2026.
- SoFi Wealth reported no remaining SoFi Next 500 ETF position as of Q1 2026 after selling out during the quarter.
- SoFi Wealth sold 700 SoFi Next 500 ETF shares in Q1 2026, an estimated $11.4K.
- SoFi Wealth first reported a position in SoFi Next 500 ETF in Q1 2022 and held it in 16 quarters.
- SoFi Wealth's SoFi Next 500 ETF position peaked at $82.2M in Q4 2024.
- 0 funds tracked by Wall St. Rank held SoFi Next 500 ETF as of Q1 2026.
Based on SoFi Wealth's 13F filing for Q1 2026, filed 5 May 2026.