AWA
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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
2026
Q1 		– Sell
-466
Closed -$229K – 336
2025
Q4 		$229K Sell
466
-12
-3% -$5.7K 0.01% 683
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arete Wealth Advisors's AMP Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Ameriprise Financial (AMP) in Q1 2026, closing a stake of 466 shares — an estimated $229K sold.

Arete Wealth Advisors first reported a position in AMP in Q1 2019 and held it in 12 quarters. The position peaked at $632K in Q4 2019. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Ameriprise Financial position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 466 Ameriprise Financial shares in Q1 2026, an estimated $229K.
  • Arete Wealth Advisors first reported a position in Ameriprise Financial in Q1 2019 and held it in 12 quarters.
  • Arete Wealth Advisors's Ameriprise Financial position peaked at $632K in Q4 2019.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.