Capital Wealth Planning LLC Acquires 916,875 Shares of Amplify Samsung SOFR ETF $SOFR

Capital Wealth Planning LLC boosted its holdings in Amplify Samsung SOFR ETF (NYSEARCA:SOFR) by 47.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,841,417 shares of the company’s stock after buying an additional 916,875 shares during the quarter. Amplify Samsung SOFR ETF makes up approximately 1.8% of Capital Wealth Planning LLC’s investment portfolio, making the stock its 23rd largest position. Capital Wealth Planning LLC owned 74.58% of Amplify Samsung SOFR ETF worth $284,736,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in SOFR. Jane Street Group LLC bought a new position in Amplify Samsung SOFR ETF in the 1st quarter valued at approximately $468,000. Citadel Advisors LLC raised its holdings in Amplify Samsung SOFR ETF by 205.3% during the 3rd quarter. Citadel Advisors LLC now owns 8,404 shares of the company’s stock worth $842,000 after purchasing an additional 5,651 shares during the last quarter. Finally, LPL Financial LLC raised its holdings in Amplify Samsung SOFR ETF by 24.1% during the 4th quarter. LPL Financial LLC now owns 14,352 shares of the company’s stock worth $1,438,000 after purchasing an additional 2,786 shares during the last quarter.

Amplify Samsung SOFR ETF Stock Performance

Amplify Samsung SOFR ETF stock opened at $100.21 on Thursday. Amplify Samsung SOFR ETF has a 52-week low of $100.05 and a 52-week high of $100.89. The firm has a 50 day moving average price of $100.26 and a two-hundred day moving average price of $100.27.

About Amplify Samsung SOFR ETF

The Amplify Samsung SOFR ETF (SOFR) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is actively managed, focusing mainly on repurchase agreements (repo) with the intent to mirror the Secured Overnight Financing Rate. The fund seeks to generate higher monthly income over cash portfolios while limiting yield curve exposure. SOFR was launched on Nov 15, 2023 and is issued by Amplify Investments.