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Arete Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

Arete Wealth Advisors’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
2025
Q4 		– Sell
-478
Closed -$234K – 375
2025
Q3 		$234K Sell
478
-11
-2% -$5.64K 0.01% 685
2025
Q2 		$261K Buy
489
+17
+4% +$8.4K 0.02% 605
2025
Q1 		$229K Buy
472
+9
+2% +$4.72K 0.02% 627
2024
Q4 		$247K Buy
+463
New +$247K 0.02% 621
2020
Q4 		– Sell
-2,448
Closed -$389K – 403
2020
Q3 		$389K Sell
2,448
-855
-26% -$132K 0.06% 255
2020
Q2 		$496K Sell
3,303
-308
-9% -$39.5K 0.09% 219
2020
Q1 		$370K Sell
3,611
-185
-5% -$27.4K 0.07% 224
2019
Q4 		$632K Buy
3,796
+2
+0.1% +$310 0.11% 201
2019
Q3 		$558K Buy
3,794
+125
+3% +$17.5K 0.11% 200
2019
Q2 		$533K Sell
3,669
-17
-0.5% -$2.46K 0.1% 210
2019
Q1 		$472K Buy
+3,686
New +$457K 0.1% 218

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Arete Wealth Advisors's AMP Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Ameriprise Financial (AMP) in Q4 2025, closing a stake of 478 shares — an estimated $234K sold.

Arete Wealth Advisors first reported a position in AMP in Q1 2019 and held it in 11 quarters. The position peaked at $632K in Q4 2019. 1,426 funds tracked by Wall St. Rank hold AMP as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Ameriprise Financial position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 478 Ameriprise Financial shares in Q4 2025, an estimated $234K.
  • Arete Wealth Advisors first reported a position in Ameriprise Financial in Q1 2019 and held it in 11 quarters.
  • Arete Wealth Advisors's Ameriprise Financial position peaked at $632K in Q4 2019.
  • 1,426 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.