Ameriprise
SBDS

Ameriprise’s Solo Brands Inc SBDS Stock Holding History

Ameriprise’s Portfolio SBDS Stock Details SBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-463
Closed -$3.1K – 4177
2025
Q1 		$3.1K Sell
463
-1,852
-80% -$56.8K ﹤0.01% 4010
2024
Q4 		$106K Buy
2,315
+16
+0.7% +$793 ﹤0.01% 3948
2024
Q3 		$130K Sell
2,299
-4,087
-64% -$291K ﹤0.01% 3807
2024
Q2 		$582K Sell
6,386
-209
-3% -$16.5K ﹤0.01% 3369
2024
Q1 		$572K Sell
6,595
-10,603
-62% -$1.22M ﹤0.01% 3371
2023
Q4 		$4.24M Sell
17,198
-1,558
-8% -$304K ﹤0.01% 2474
2023
Q3 		$3.83M Buy
18,756
+13,034
+228% +$2.84M ﹤0.01% 2483
2023
Q2 		$1.3M Buy
5,722
+273
+5% +$67.9K ﹤0.01% 3065
2023
Q1 		$1.57M Sell
5,449
-2
-0% -$385 ﹤0.01% 2947
2022
Q4 		$811K Sell
5,451
-66
-1% -$10.8K ﹤0.01% 3221
2022
Q3 		$840K Buy
+5,517
New +$1.03M ﹤0.01% 3192

Other funds holding SBDS

EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $32B AUM 32.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Ameriprise's SBDS Position: Q2 2025 in Review

Ameriprise sold out of Solo Brands Inc (SBDS) in Q2 2025, closing a stake of 463 shares — an estimated $3.1K sold.

Ameriprise first reported a position in SBDS in Q3 2022 and held it in 11 quarters. The position peaked at $4.24M in Q4 2023. 6 funds tracked by Wall St. Rank hold SBDS as of Q2 2025.

  • Ameriprise reported no remaining Solo Brands Inc position as of Q2 2025 after selling out during the quarter.
  • Ameriprise sold 463 Solo Brands Inc shares in Q2 2025, an estimated $3.1K.
  • Ameriprise first reported a position in Solo Brands Inc in Q3 2022 and held it in 11 quarters.
  • Ameriprise's Solo Brands Inc position peaked at $4.24M in Q4 2023.
  • 6 funds tracked by Wall St. Rank held Solo Brands Inc as of Q2 2025.

Based on Ameriprise's 13F filing for Q2 2025, filed 14 Aug 2025.