FIG Financial Advisory Services’s Amplify Samsung SOFR ETF SOFR Stock Holding History

FIG Financial Advisory Services’s Portfolio SOFR Stock Details SOFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$232K	Sell	2,320 -5,075	-69%	-$509K	0.14%	73
2026 Q1	$741K	Buy	7,395 +530	+8%	+$53.2K	0.46%	53
2025 Q4	$688K	Buy	6,865 +1,375	+25%	+$138K	0.44%	48
2025 Q3	$550K	Buy	5,490 +206	+4%	+$20.7K	0.34%	54
2025 Q2	$529K	Buy	5,284 +1,084	+26%	+$109K	0.35%	55
2025 Q1	$421K	Sell	4,200 -147	-3%	-$14.8K	0.3%	61
2024 Q4	$436K	Buy	+4,347	New	+$436K	0.3%	58

Other funds holding SOFR

CWP

Capital Wealth Planning Naples, Florida $20B AUM 25.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

FIG Financial Advisory Services's SOFR Position: Q2 2026 in Review

FIG Financial Advisory Services reduced its Amplify Samsung SOFR ETF (SOFR) stake by 69% in Q2 2026, selling an estimated $509K and leaving 2,320 shares worth $232K. The position accounts for 0.14% of the portfolio, ranked #73.

FIG Financial Advisory Services first reported a position in SOFR in Q4 2024 and has held it in 7 quarters since. The position peaked at $741K in Q1 2026. 11 funds tracked by Wall St. Rank hold SOFR as of Q2 2026.

FIG Financial Advisory Services held 2,320 shares of Amplify Samsung SOFR ETF worth $232K as of Q2 2026.
FIG Financial Advisory Services sold 5,075 Amplify Samsung SOFR ETF shares in Q2 2026, an estimated $509K.
Amplify Samsung SOFR ETF made up 0.14% of FIG Financial Advisory Services's portfolio in Q2 2026, its #73 holding.
FIG Financial Advisory Services first reported a position in Amplify Samsung SOFR ETF in Q4 2024 and has held it in 7 quarters since.
FIG Financial Advisory Services's Amplify Samsung SOFR ETF position peaked at $741K in Q1 2026.
11 funds tracked by Wall St. Rank held Amplify Samsung SOFR ETF as of Q2 2026.

Based on FIG Financial Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.