IAG Wealth Partners’s Ameriprise Financial AMP Stock Holding History

IAG 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 Q2	$1.28K	Hold	3	–	–	﹤0.01%	478
2026 Q1	$1.24K	Hold	3	–	–	﹤0.01%	479
2025 Q4	$1.37K	Hold	3	–	–	﹤0.01%	456
2025 Q3	$1.38K	Hold	3	–	–	﹤0.01%	472
2025 Q2	$1.49K	Sell	3 -30	-91%	-$14.8K	﹤0.01%	449
2025 Q1	$15.9K	Buy	33 +30	+1,000%	+$15.7K	﹤0.01%	293
2024 Q4	$1.49K	Hold	3	–	–	﹤0.01%	470
2024 Q3	$1.31K	Sell	3 -5	-63%	-$2.17K	﹤0.01%	458
2024 Q2	$3.42K	Buy	+8	New	+$3.42K	﹤0.01%	424
2023 Q4	–	Sell	-12	Closed	-$3.96K	–	427
2023 Q3	$3.96K	Hold	12	–	–	﹤0.01%	372
2023 Q2	$3.99K	Hold	12	–	–	﹤0.01%	384
2023 Q1	$3.68K	Hold	12	–	–	﹤0.01%	401
2022 Q4	$3.74K	Hold	12	–	–	﹤0.01%	378
2022 Q3	$3K	Hold	12	–	–	﹤0.01%	375
2022 Q2	$3K	Hold	12	–	–	﹤0.01%	362
2022 Q1	$4K	Buy	+12	New	+$3.63K	﹤0.01%	363
2020 Q3	–	Sell	-13	Closed	-$2K	–	357
2020 Q2	$2K	Hold	13	–	–	﹤0.01%	334
2020 Q1	$2K	Hold	13	–	–	﹤0.01%	318
2019 Q4	$3K	Buy	+13	New	+$2.01K	﹤0.01%	335

Other funds holding AMP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

IAG Wealth Partners's AMP Position: Q2 2026 in Review

IAG Wealth Partners held its Ameriprise Financial (AMP) position steady in Q2 2026 at 3 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

IAG Wealth Partners first reported a position in AMP in Q4 2019 and has held it in 19 quarters since. The position peaked at $15.9K in Q1 2025. 1,387 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

IAG Wealth Partners held 3 shares of Ameriprise Financial worth $1.28K as of Q2 2026.
IAG Wealth Partners left its Ameriprise Financial share count unchanged in Q2 2026.
Ameriprise Financial made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #478 holding.
IAG Wealth Partners first reported a position in Ameriprise Financial in Q4 2019 and has held it in 19 quarters since.
IAG Wealth Partners's Ameriprise Financial position peaked at $15.9K in Q1 2025.
1,387 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.