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
Other major holders of SOFR: JANE STREET GROUP, LLC, LPL Financial LLC
Increased |
| 3.3M |
+15.0% |
| $327.3M |
| 1.8% |
| $100.15 |
56 |
| 2025-Q4 | Increased | 2.8M | +47.6% | $284.7M | 1.8% | $99.88 | 67 |
| 2025-Q3 | Increased | 1.9M | +9.1% | $192.8M | 1.4% | $98.86 | 53 |
| 2025-Q2 | Decreased | 1.8M | -13.6% | $176.7M | 1.4% | $97.86 | 0 |
| 2025-Q1 | Increased | 2M | +7.2% | $204.5M | 1.8% | $96.79 | 52 |
| 2024-Q4 | Increased | 1.9M | +6.1% | $190.9M | 1.8% | $95.77 | 51 |
| 2024-Q3 | New | 1.8M | - | $179.9M | 1.7% | $94.70 | 70 |
| 2024-Q2 | Exited | 0 | -100.0% | $0 | 0.0% | $93.45 | 0 |