HI
SOFR

Harbour Investments’s Amplify Samsung SOFR ETF SOFR Stock Holding History

Harbour Investments’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
Q1 		$62.5K Buy
+624
New +$62.6K ﹤0.01% 2208

Other funds holding SOFR

CWP
Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Harbour Investments's SOFR Position: Q1 2026 in Review

Harbour Investments opened a new position in Amplify Samsung SOFR ETF (SOFR) in Q1 2026: 624 shares worth $62.5K. The stake represents ﹤0.01% of the portfolio and ranks #2208 among its holdings.

9 funds tracked by Wall St. Rank hold SOFR as of Q1 2026.

  • Harbour Investments held 624 shares of Amplify Samsung SOFR ETF worth $62.5K as of Q1 2026.
  • Amplify Samsung SOFR ETF was a new Harbour Investments position in Q1 2026.
  • Amplify Samsung SOFR ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2208 holding.
  • 9 funds tracked by Wall St. Rank held Amplify Samsung SOFR ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.