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SOFRSOFR
5 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in AMPLIFY ETF TR

LPL Financial LLC holds 23,505 shares of SOFR (AMPLIFY ETF TR), worth $2.4M as of 2026-Q2. The position was increased (+5.6% shares). SOFR represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$2.4M

Current Shares

23,505

Total Value Change

+$1.6M

Total Shares Change

+16,410

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
23,505
+5.6%
$2.4M0.0%$99.83
28
2026-Q1
Increased
22,250
+55.0%
$2.2M0.0%$98.95
37
2025-Q4
Increased
14,352
+24.1%
$1.4M0.0%$98.10
31
2025-Q3
Increased
11,566
+63.0%
$1.2M0.0%$97.11
37
2025-Q2
New
7,095
-
$710,7060.0%$96.06
34

Other major holders of SOFR: Capital Wealth Planning, LLC

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