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Caerus Investment Advisors’s Ameriprise Financial AMP Stock Holding History

Caerus Investment 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
Q2 		– Sell
-771
Closed -$343K – 345
2026
Q1 		$343K Sell
771
-703
-48% -$339K 0.14% 145
2025
Q4 		$723K Buy
+1,474
New +$699K 0.23% 90

Other funds holding AMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Caerus Investment Advisors's AMP Position: Q2 2026 in Review

Caerus Investment Advisors sold out of Ameriprise Financial (AMP) in Q2 2026, closing a stake of 771 shares — an estimated $343K sold.

Caerus Investment Advisors first reported a position in AMP in Q4 2025 and held it in 2 quarters. The position peaked at $723K in Q4 2025. 1,388 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Caerus Investment Advisors reported no remaining Ameriprise Financial position as of Q2 2026 after selling out during the quarter.
  • Caerus Investment Advisors sold 771 Ameriprise Financial shares in Q2 2026, an estimated $343K.
  • Caerus Investment Advisors first reported a position in Ameriprise Financial in Q4 2025 and held it in 2 quarters.
  • Caerus Investment Advisors's Ameriprise Financial position peaked at $723K in Q4 2025.
  • 1,388 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.