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SOFRSOFR
11 quarters

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

Capital Wealth Planning, LLC holds 3.5M shares of SOFR (AMPLIFY ETF TR), worth $353.7M as of 2026-Q2. The position was increased (+8.1% shares). SOFR represents 1.8% of Capital Wealth Planning, LLC's portfolio.

Current Value

$353.7M

Current Shares

3.5M

Total Value Change

+$254.2M

Total Shares Change

+2.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
3.5M
+8.1%
$353.7M1.8%$99.83
53
2026-Q1
Increased
3.3M
+15.0%
$327.3M1.8%$98.95
56
2025-Q4
Increased
2.8M
+47.6%
$284.7M1.8%$98.10
67
2025-Q3
Increased
1.9M
+9.1%
$192.8M1.4%$97.11
53
2025-Q2
Decreased
1.8M
-13.6%
$176.7M1.4%$96.06
0
2025-Q1
Increased
2M
+7.2%
$204.5M1.8%$95.07
52
2024-Q4
Increased
1.9M
+6.1%
$190.9M1.8%$94.08
51
2024-Q3
New
1.8M
-
$179.9M1.7%$92.98
70
2024-Q2
Exited
0
-100.0%
$00.0%$91.78
0
2024-Q1
Decreased
986,646
-0.6%
$98.9M1.1%$90.61
0
2023-Q4
New
992,716
-
$99.6M1.1%$89.45
68

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

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