Purchases and Sales Made in Q2 2025 in Tidal ETF Tr Sofi Next 500 ETF (SFYX)
This table provides information about the institutional ownership of Tidal ETF Tr Sofi Next 500 ETF (SFYX) during Q2 2025. The information is specifically focused on institutions that hold shares of TIDAL ETF TR SOFI NEXT 500 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
17.1K+ 26.32% |
$203K - $256K
|
82.2K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
3.5K+ 121.99% |
$41.4K - $52.3K
|
6.37K
$102K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19+ 32.2% |
$225 - $284
|
78
$1.24K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
15New |
$177 - $224
|
15
$239
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9New |
$106 - $134
|
9
$143
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 1.33% |
$11.8 - $14.9
|
76
$1.21K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.37% |
$11.8 - $14.9
|
274
$4.37K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-63- 98.44% |
$745 - $941
|
1
$15.9
|
|
|
Aug 11, 2025
Q2 2025
|
Sofi Wealth, LLC
|
SELL
|
- |
-276- 26.06% |
$3.27K - $4.12K
|
783
$12.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-899- 8.53% |
$10.6K - $13.4K
|
9.64K
$154K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.85K- 6.59% |
$21.9K - $27.6K
|
26.2K
$417K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-41.9K- 94.47% |
$495K - $625K
|
2.45K
$39.1K
|