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CreativeOne Wealth’s Ameriprise Financial AMP Stock Holding History

CreativeOne Wealth’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
-953
Closed -$467K – 1177
2025
Q4 		$467K Buy
953
+4
+0.4% +$1.9K 0.01% 809
2025
Q3 		$466K Buy
949
+17
+2% +$8.71K 0.01% 794
2025
Q2 		$497K Buy
932
+21
+2% +$10.4K 0.01% 748
2025
Q1 		$441K Buy
911
+80
+10% +$42K 0.01% 724
2024
Q4 		$442K Sell
831
-95
-10% -$50.7K 0.01% 733
2024
Q3 		$435K Buy
926
+386
+71% +$167K 0.01% 675
2024
Q2 		$231K Sell
540
-146
-21% -$62.4K 0.01% 682
2024
Q1 		$301K Buy
+686
New +$275K 0.01% 722

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CreativeOne Wealth's AMP Position: Q1 2026 in Review

CreativeOne Wealth sold out of Ameriprise Financial (AMP) in Q1 2026, closing a stake of 953 shares — an estimated $467K sold.

CreativeOne Wealth first reported a position in AMP in Q1 2024 and held it in 8 quarters. The position peaked at $497K in Q2 2025. 1,391 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • CreativeOne Wealth reported no remaining Ameriprise Financial position as of Q1 2026 after selling out during the quarter.
  • CreativeOne Wealth sold 953 Ameriprise Financial shares in Q1 2026, an estimated $467K.
  • CreativeOne Wealth first reported a position in Ameriprise Financial in Q1 2024 and held it in 8 quarters.
  • CreativeOne Wealth's Ameriprise Financial position peaked at $497K in Q2 2025.
  • 1,391 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.