SS
SFYX

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

Sunbelt 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
2025
Q3 		– Sell
-9
Closed -$131 – 2843
2025
Q2 		$131 Buy
+9
New +$125 ﹤0.01% 1758
2025
Q1 		– Sell
-9
Closed -$130 – 1888
2024
Q4 		$130 Hold
9
– – ﹤0.01% 1764
2024
Q3 		$128 Hold
9
– – ﹤0.01% 1802
2024
Q2 		$120 Hold
9
– – ﹤0.01% 1721
2024
Q1 		$126 Hold
9
– – ﹤0.01% 1690
2023
Q4 		$115 Hold
9
– – ﹤0.01% 1656
2023
Q3 		$106 Hold
9
– – ﹤0.01% 1721
2023
Q2 		$110 Hold
9
– – ﹤0.01% 1657
2023
Q1 		$101 Buy
+9
New +$105 ﹤0.01% 1613

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

Sunbelt Securities's SFYX Position: Q3 2025 in Review

Sunbelt Securities sold out of SoFi Next 500 ETF (SFYX) in Q3 2025, closing a stake of 9 shares — an estimated $131 sold.

Sunbelt Securities first reported a position in SFYX in Q1 2023 and held it in 9 quarters. The position peaked at $131 in Q2 2025. 13 funds tracked by Wall St. Rank hold SFYX as of Q3 2025.

  • Sunbelt Securities reported no remaining SoFi Next 500 ETF position as of Q3 2025 after selling out during the quarter.
  • Sunbelt Securities sold 9 SoFi Next 500 ETF shares in Q3 2025, an estimated $131.
  • Sunbelt Securities first reported a position in SoFi Next 500 ETF in Q1 2023 and held it in 9 quarters.
  • Sunbelt Securities's SoFi Next 500 ETF position peaked at $131 in Q2 2025.
  • 13 funds tracked by Wall St. Rank held SoFi Next 500 ETF as of Q3 2025.

Based on Sunbelt Securities's 13F filing for Q3 2025, filed 19 Nov 2025.