SPIA
SOFR

Steward Partners Investment Advisory’s Amplify Samsung SOFR ETF SOFR Stock Holding History

Steward Partners Investment Advisory’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 		$901K Buy
9,001
+697
+8% +$69.9K ﹤0.01% 1219
2025
Q4 		$832K Buy
+8,304
New +$833K ﹤0.01% 1159

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
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
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Steward Partners Investment Advisory's SOFR Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Amplify Samsung SOFR ETF (SOFR) stake by 8.4% in Q1 2026, buying an estimated $69.9K and bringing the position to 9,001 shares worth $901K. The position accounts for ﹤0.01% of the portfolio, ranked #1219.

Steward Partners Investment Advisory 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.

  • Steward Partners Investment Advisory held 9,001 shares of Amplify Samsung SOFR ETF worth $901K as of Q1 2026.
  • Steward Partners Investment Advisory bought 697 Amplify Samsung SOFR ETF shares in Q1 2026, an estimated $69.9K.
  • Amplify Samsung SOFR ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1219 holding.
  • Steward Partners Investment Advisory 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 Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.