B.O.S.S. Retirement Advisors’s Ameriprise Financial AMP Stock Holding History

B.O.S.S. Retirement 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 Q2	–	Sell	-420	Closed	-$203K	–	191
2025 Q1	$203K	Sell	420 -128	-23%	-$67.1K	0.06%	167
2024 Q4	$292K	Buy	+548	New	+$292K	0.08%	145
2024 Q1	–	Sell	-709	Closed	-$269K	–	130
2023 Q4	$269K	Sell	709 -140	-16%	-$48K	0.05%	217
2023 Q3	$280K	Sell	849 -2	-0.2%	-$683	0.06%	207
2023 Q2	$283K	Buy	851 +173	+26%	+$53.2K	0.06%	206
2023 Q1	$208K	Buy	+678	New	+$222K	0.05%	222

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

B.O.S.S. Retirement Advisors's AMP Position: Q2 2025 in Review

B.O.S.S. Retirement Advisors sold out of Ameriprise Financial (AMP) in Q2 2025, closing a stake of 420 shares — an estimated $203K sold.

B.O.S.S. Retirement Advisors first reported a position in AMP in Q1 2023 and held it in 6 quarters. The position peaked at $292K in Q4 2024. 1,361 funds tracked by Wall St. Rank hold AMP as of Q2 2025.

B.O.S.S. Retirement Advisors reported no remaining Ameriprise Financial position as of Q2 2025 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 420 Ameriprise Financial shares in Q2 2025, an estimated $203K.
B.O.S.S. Retirement Advisors first reported a position in Ameriprise Financial in Q1 2023 and held it in 6 quarters.
B.O.S.S. Retirement Advisors's Ameriprise Financial position peaked at $292K in Q4 2024.
1,361 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2025.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.