LPL Financial’s Amplify Samsung SOFR ETF SOFR Stock Holding History

LPL Financial’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 Q3	$2.06M	Sell	20,559 -2,946	-13%	-$295K	﹤0.01%	3771
2026 Q2	$2.35M	Buy	23,505 +1,255	+6%	+$126K	﹤0.01%	3574
2026 Q1	$2.23M	Buy	22,250 +7,898	+55%	+$792K	﹤0.01%	3401
2025 Q4	$1.44M	Buy	14,352 +2,786	+24%	+$279K	﹤0.01%	3710
2025 Q3	$1.16M	Buy	11,566 +4,471	+63%	+$449K	﹤0.01%	3859
2025 Q2	$711K	Buy	+7,095	New	+$712K	﹤0.01%	4066

Other funds holding SOFR

FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return

LPL Financial's SOFR Position: Q3 2026 in Review

LPL Financial reduced its Amplify Samsung SOFR ETF (SOFR) stake by 13% in Q3 2026, selling an estimated $295K and leaving 20,559 shares worth $2.06M. The position accounts for ﹤0.01% of the portfolio, ranked #3771.

LPL Financial first reported a position in SOFR in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.35M in Q2 2026. 2 funds tracked by Wall St. Rank hold SOFR as of Q3 2026.

LPL Financial held 20,559 shares of Amplify Samsung SOFR ETF worth $2.06M as of Q3 2026.
LPL Financial sold 2,946 Amplify Samsung SOFR ETF shares in Q3 2026, an estimated $295K.
Amplify Samsung SOFR ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #3771 holding.
LPL Financial first reported a position in Amplify Samsung SOFR ETF in Q2 2025 and has held it in 6 quarters since.
LPL Financial's Amplify Samsung SOFR ETF position peaked at $2.35M in Q2 2026.
2 funds tracked by Wall St. Rank held Amplify Samsung SOFR ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.