EWP
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Elevation Wealth Partners’s Ameriprise Financial AMP Stock Holding History

Elevation Wealth Partners’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
Q3 		$32.5K Buy
66
+42
+175% +$22.6K 0.01% 513
2026
Q2 		$11K Buy
24
+13
+118% +$5.96K ﹤0.01% 784
2026
Q1 		$4.89K Buy
11
+6
+120% +$2.89K ﹤0.01% 719
2025
Q4 		$2.45K Buy
5
+1
+25% +$475 ﹤0.01% 762
2025
Q3 		$1.97K Buy
+4
New +$2.05K ﹤0.01% 654

Other funds holding AMP

AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Elevation Wealth Partners's AMP Position: Q3 2026 in Review

Elevation Wealth Partners increased its Ameriprise Financial (AMP) stake by 175% in Q3 2026, buying an estimated $22.6K and bringing the position to 66 shares worth $32.5K. The position accounts for 0.01% of the portfolio, ranked #513.

Elevation Wealth Partners first reported a position in AMP in Q3 2025 and has held it in 5 quarters since. 88 funds tracked by Wall St. Rank hold AMP as of Q3 2026.

  • Elevation Wealth Partners held 66 shares of Ameriprise Financial worth $32.5K as of Q3 2026.
  • Elevation Wealth Partners bought 42 Ameriprise Financial shares in Q3 2026, an estimated $22.6K.
  • Ameriprise Financial made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #513 holding.
  • Elevation Wealth Partners first reported a position in Ameriprise Financial in Q3 2025 and has held it in 5 quarters since.
  • 88 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.