Back to OSAIC HOLDINGS, INC. OSAIC HOLDINGS, INC.

SOFRSOFR
3 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in AMPLIFY ETF TR

Yes. Osaic holds 300 shares of SOFR, worth $30,038, as of its Q2 2026 13F filing. It reduced the position by 1,200 shares (-80.0%) from Q1 2026. Osaic has held SOFR since Q4 2025, across 3 quarterly 13F filings.

Current Value

$30,038

Current Shares

300

Total Value Change

-$20,057

Total Shares Change

-200

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
300
-80.0%
$30,0380.0%$99.83
0
2026-Q1
Increased
1,500
+200.0%
$150,2250.0%$98.95
36
2025-Q4
New
500
-
$50,0950.0%$98.10
28

Other major holders of SOFR: Capital Wealth Planning, LLC

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