Capital Wealth Planning LLC Purchases 160,185 Shares of Amplify Samsung SOFR ETF $SOFR

Posted by Chris Copeland on Mar 14th, 2026

Capital Wealth Planning LLC increased its position in Amplify Samsung SOFR ETF (NYSEARCA:SOFR – Free Report) by 9.1% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,924,542 shares of the company’s stock after buying an additional 160,185 shares during the quarter. Amplify Samsung SOFR ETF accounts for approximately 1.4% of Capital Wealth Planning LLC’s holdings, making the stock its 25th biggest holding. Capital Wealth Planning LLC owned about 56.44% of Amplify Samsung SOFR ETF worth $192,772,000 at the end of the most recent reporting period.

Separately, Jane Street Group LLC purchased a new stake in Amplify Samsung SOFR ETF during the 1st quarter valued at $468,000.

Amplify Samsung SOFR ETF Price Performance

Shares of Amplify Samsung SOFR ETF stock opened at $100.31 on Friday. The company’s fifty day simple moving average is $100.28 and its two-hundred day simple moving average is $100.30. Amplify Samsung SOFR ETF has a 12-month low of $100.03 and a 12-month high of $100.89.

Amplify Samsung SOFR ETF Increases Dividend

The firm also recently announced a monthly dividend, which was paid on Friday, February 27th. Investors of record on Thursday, February 26th were paid a $0.3044 dividend. The ex-dividend date of this dividend was Thursday, February 26th. This is a boost from Amplify Samsung SOFR ETF’s previous monthly dividend of $0.30. This represents a c) annualized dividend and a dividend yield of 3.6%.

Amplify Samsung SOFR ETF Profile

(Free Report)

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.