BOLTON SECURITIES CORPORATION’s Amplify Samsung SOFR ETF SOFR Stock Holding History

BOLTON SECURITIES CORPORATION’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	$1.33M	Buy	13,302 +5,050	+61%	+$506K	0.05%	359
2026 Q2	$826K	Buy	+8,252	New	+$827K	0.03%	460

Other funds holding SOFR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

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

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SOFR Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its Amplify Samsung SOFR ETF (SOFR) stake by 61% in Q3 2026, buying an estimated $506K and bringing the position to 13,302 shares worth $1.33M. The position accounts for 0.05% of the portfolio, ranked #359.

BOLTON SECURITIES CORPORATION first reported a position in SOFR in Q2 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold SOFR as of Q3 2026.

BOLTON SECURITIES CORPORATION held 13,302 shares of Amplify Samsung SOFR ETF worth $1.33M as of Q3 2026.
BOLTON SECURITIES CORPORATION bought 5,050 Amplify Samsung SOFR ETF shares in Q3 2026, an estimated $506K.
Amplify Samsung SOFR ETF made up 0.05% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #359 holding.
BOLTON SECURITIES CORPORATION first reported a position in Amplify Samsung SOFR ETF in Q2 2026 and has held it in 2 quarters since.
7 funds tracked by Wall St. Rank held Amplify Samsung SOFR ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.