Superior Planning, LLC’s Ameriprise Financial AMP Stock Holding History

Superior Planning, LLC’s Portfolio AMP Stock Details AMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$11.8K	Buy	+24	New	+$12.9K	﹤0.01%	870

Other funds holding AMP

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Superior Planning, LLC's AMP Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Ameriprise Financial (AMP) in Q3 2026: 24 shares worth $11.8K. The stake represents ﹤0.01% of the portfolio and ranks #870 among its holdings.

1,087 funds tracked by Wall St. Rank hold AMP as of Q3 2026.

Superior Planning, LLC held 24 shares of Ameriprise Financial worth $11.8K as of Q3 2026.
Ameriprise Financial was a new Superior Planning, LLC position in Q3 2026.
Ameriprise Financial made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #870 holding.
1,087 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.