TVAMP
SFYX

Tennessee Valley Asset Management Partners’s SoFi Next 500 ETF SFYX Stock Holding History

Tennessee Valley Asset Management Partners’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
Q1 		– Sell
-19
Closed -$243 – 624
2023
Q4 		$243 Buy
+19
New +$224 ﹤0.01% 775

Other funds holding SFYX

SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CFO
CVA Family Office Denver, Colorado $1.1B AUM 26.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BMC
Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

Tennessee Valley Asset Management Partners's SFYX Position: Q1 2024 in Review

Tennessee Valley Asset Management Partners sold out of SoFi Next 500 ETF (SFYX) in Q1 2024, closing a stake of 19 shares — an estimated $243 sold.

Tennessee Valley Asset Management Partners first reported a position in SFYX in Q4 2023 and held it in 1 quarter. The position peaked at $243 in Q4 2023. 21 funds tracked by Wall St. Rank hold SFYX as of Q1 2024.

  • Tennessee Valley Asset Management Partners reported no remaining SoFi Next 500 ETF position as of Q1 2024 after selling out during the quarter.
  • Tennessee Valley Asset Management Partners sold 19 SoFi Next 500 ETF shares in Q1 2024, an estimated $243.
  • Tennessee Valley Asset Management Partners first reported a position in SoFi Next 500 ETF in Q4 2023 and held it in 1 quarter.
  • Tennessee Valley Asset Management Partners's SoFi Next 500 ETF position peaked at $243 in Q4 2023.
  • 21 funds tracked by Wall St. Rank held SoFi Next 500 ETF as of Q1 2024.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2024, filed 23 Apr 2024.