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SOFR
8 quarters

Position history for Capital Wealth Planning, LLC's holdings in AMPLIFY ETF TR

Capital Wealth Planning, LLC holds 3.3M shares of SOFR (AMPLIFY ETF TR), worth $327.3M as of 2026-Q1. The position was increased (+15.0% shares). SOFR represents 1.8% of Capital Wealth Planning, LLC's portfolio.

Current Value

$327.3M

Current Shares

3.3M

Total Value Change

+$327.3M

Total Shares Change

+3.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
3.3M
+15.0%
$327.3M1.8%$100.15
56
2025-Q4
Increased
2.8M
+47.6%
$284.7M1.8%$99.88
67
2025-Q3
Increased
1.9M
+9.1%
$192.8M1.4%$98.86
53
2025-Q2
Decreased
1.8M
-13.6%
$176.7M1.4%$97.86
0
2025-Q1
Increased
2M
+7.2%
$204.5M1.8%$96.79
52
2024-Q4
Increased
1.9M
+6.1%
$190.9M1.8%$95.77
51
2024-Q3
New
1.8M
-
$179.9M1.7%$94.70
70
2024-Q2
Exited
0
-100.0%
$00.0%$93.45
0

Other major holders of SOFR: JANE STREET GROUP, LLC, LPL Financial LLC

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