Avantax Advisory Services’s Ameriprise Financial AMP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.96M Buy
3,665
+1,086
+42% +$537K 0.01% 812
2025
Q1
$1.25M Buy
2,579
+158
+7% +$82.9K 0.01% 973
2024
Q4
$1.29M Buy
2,421
+139
+6% +$74.2K 0.01% 928
2024
Q3
$1.07M Buy
2,282
+261
+13% +$113K 0.01% 982
2024
Q2
$863K Buy
+2,021
New +$863K 0.01% 1065
2023
Q2
Sell
-693
Closed -$212K 1507
2023
Q1
$212K Buy
+693
New +$227K ﹤0.01% 1343

Other funds holding AMP

Avantax Advisory Services's AMP Position: Q2 2025 in Review

Avantax Advisory Services increased its Ameriprise Financial (AMP) stake by 42% in Q2 2025, buying an estimated $537K and bringing the position to 3,665 shares worth $1.96M. The position accounts for 0.01% of the portfolio, ranked #812.

Avantax Advisory Services first reported a position in AMP in Q1 2023 and has held it in 6 quarters since. 1,361 funds tracked by Wall St. Rank hold AMP as of Q2 2025.

  • Avantax Advisory Services held 3,665 shares of Ameriprise Financial worth $1.96M as of Q2 2025.
  • Avantax Advisory Services bought 1,086 Ameriprise Financial shares in Q2 2025, an estimated $537K.
  • Ameriprise Financial made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #812 holding.
  • Avantax Advisory Services first reported a position in Ameriprise Financial in Q1 2023 and has held it in 6 quarters since.
  • 1,361 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.