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SOFR
4 quarters

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

LPL Financial LLC holds 22,250 shares of SOFR (AMPLIFY ETF TR), worth $2.2M as of 2026-Q1. The position was increased (+55.0% shares). SOFR represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$2.2M

Current Shares

22,250

Total Value Change

+$1.5M

Total Shares Change

+15,155

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
22,250
+55.0%
$2.2M0.0%$100.15
37
2025-Q4
Increased
14,352
+24.1%
$1.4M0.0%$99.88
31
2025-Q3
Increased
11,566
+63.0%
$1.2M0.0%$98.86
37
2025-Q2
New
7,095
-
$710,7060.0%$97.86
34

Other major holders of SOFR: Capital Wealth Planning, LLC

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