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SOFRSOFR
3 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in AMPLIFY ETF TR

Steward Partners Investment Advisory, LLC holds 8,835 shares of SOFR (AMPLIFY ETF TR), worth $884,649 as of 2026-Q2. The position was decreased (-1.8% shares). SOFR represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$884,649

Current Shares

8,835

Total Value Change

+$52,671

Total Shares Change

+531

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
8,835
-1.8%
$884,6490.0%$99.83
0
2026-Q1
Increased
9,001
+8.4%
$901,4050.0%$98.95
27
2025-Q4
New
8,304
-
$831,9780.0%$98.10
34

Other major holders of SOFR: Capital Wealth Planning, LLC

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