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
Q2 		$885K Sell
8,835
-166
-2% -$16.6K ﹤0.01% 1366
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 $20B AUM 25.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MML Investors Services
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $171M AUM 27.06% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Steward Partners Investment Advisory's SOFR Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Amplify Samsung SOFR ETF (SOFR) stake by 1.8% in Q2 2026, selling an estimated $16.6K and leaving 8,835 shares worth $885K. The position accounts for ﹤0.01% of the portfolio, ranked #1366.

Steward Partners Investment Advisory first reported a position in SOFR in Q4 2025 and has held it in 3 quarters since. The position peaked at $901K in Q1 2026. 11 funds tracked by Wall St. Rank hold SOFR as of Q2 2026.

  • Steward Partners Investment Advisory held 8,835 shares of Amplify Samsung SOFR ETF worth $885K as of Q2 2026.
  • Steward Partners Investment Advisory sold 166 Amplify Samsung SOFR ETF shares in Q2 2026, an estimated $16.6K.
  • Amplify Samsung SOFR ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1366 holding.
  • Steward Partners Investment Advisory first reported a position in Amplify Samsung SOFR ETF in Q4 2025 and has held it in 3 quarters since.
  • Steward Partners Investment Advisory's Amplify Samsung SOFR ETF position peaked at $901K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Amplify Samsung SOFR ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.