Osaic Holdings’s Amplify Samsung SOFR ETF SOFR Stock Holding History

Osaic Holdings’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	$150K	Buy	1,500 +1,000	+200%	+$100K	﹤0.01%	4379
2025 Q4	$50.1K	Buy	+500	New	+$50.2K	﹤0.01%	5228

Other funds holding SOFR

CWP

Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return

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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings's SOFR Position: Q1 2026 in Review

Osaic Holdings increased its Amplify Samsung SOFR ETF (SOFR) stake by 200% in Q1 2026, buying an estimated $100K and bringing the position to 1,500 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #4379.

Osaic Holdings first reported a position in SOFR in Q4 2025 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold SOFR as of Q1 2026.

Osaic Holdings held 1,500 shares of Amplify Samsung SOFR ETF worth $150K as of Q1 2026.
Osaic Holdings bought 1,000 Amplify Samsung SOFR ETF shares in Q1 2026, an estimated $100K.
Amplify Samsung SOFR ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #4379 holding.
Osaic Holdings first reported a position in Amplify Samsung SOFR ETF in Q4 2025 and has held it in 2 quarters since.
9 funds tracked by Wall St. Rank held Amplify Samsung SOFR ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.