Independent Advisor Alliance’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.31M | Sell |
5,035
-414
| -8% | -$190K | 0.05% | 248 |
|
|
2026
Q1 | $2.42M | Sell |
5,449
-174
| -3% | -$83.8K | 0.03% | 499 |
|
|
2025
Q4 | $2.76M | Sell |
5,623
-113
| -2% | -$53.6K | 0.07% | 235 |
|
|
2025
Q3 | $2.82M | Buy |
5,736
+72
| +1% | +$36.9K | 0.07% | 227 |
|
|
2025
Q2 | $3.02M | Buy |
5,664
+394
| +7% | +$195K | 0.09% | 204 |
|
|
2025
Q1 | $2.55M | Buy |
5,270
+130
| +3% | +$68.2K | 0.08% | 219 |
|
|
2024
Q4 | $2.74M | Buy |
5,140
+367
| +8% | +$196K | 0.04% | 431 |
|
|
2024
Q3 | $2.24M | Sell |
4,773
-79
| -2% | -$34.3K | 0.08% | 205 |
|
|
2024
Q2 | $2.07M | Buy |
4,852
+1,604
| +49% | +$685K | 0.07% | 215 |
|
|
2024
Q1 | $1.42M | Buy |
3,248
+499
| +18% | +$200K | 0.05% | 264 |
|
|
2023
Q4 | $1.04M | Buy |
2,749
+391
| +17% | +$134K | 0.04% | 302 |
|
|
2023
Q3 | $777K | Buy |
2,358
+365
| +18% | +$125K | 0.04% | 332 |
|
|
2023
Q2 | $662K | Buy |
1,993
+117
| +6% | +$36K | 0.03% | 366 |
|
|
2023
Q1 | $575K | Buy |
+1,876
| New | +$615K | 0.03% | 392 |
|
|
2022
Q4 | – | Sell |
-1,885
| Closed | -$475K | – | 432 |
|
|
2022
Q3 | $475K | Hold |
1,885
| – | – | 0.03% | 383 |
|
|
2022
Q2 | $448K | Sell |
1,885
-451
| -19% | -$121K | 0.03% | 396 |
|
|
2022
Q1 | $702K | Buy |
2,336
+67
| +3% | +$20.3K | 0.03% | 332 |
|
|
2021
Q4 | $685K | Buy |
2,269
+334
| +17% | +$98.8K | 0.03% | 331 |
|
|
2021
Q3 | $511K | Buy |
1,935
+557
| +40% | +$146K | 0.03% | 374 |
|
|
2021
Q2 | $343K | Sell |
1,378
-3,038
| -69% | -$766K | 0.02% | 476 |
|
|
2021
Q1 | $1.03M | Buy |
4,416
+65
| +1% | +$14.1K | 0.06% | 256 |
|
|
2020
Q4 | $845K | Buy |
4,351
+2,140
| +97% | +$383K | 0.06% | 244 |
|
|
2020
Q3 | $341K | Sell |
2,211
-662
| -23% | -$102K | 0.03% | 362 |
|
|
2020
Q2 | $431K | Sell |
2,873
-129
| -4% | -$16.5K | 0.05% | 296 |
|
|
2020
Q1 | $308K | Buy |
3,002
+84
| +3% | +$12.4K | 0.04% | 274 |
|
|
2019
Q4 | $486K | Buy |
2,918
+80
| +3% | +$12.4K | 0.02% | 540 |
|
|
2019
Q3 | $417K | Buy |
2,838
+9
| +0.3% | +$1.26K | 0.05% | 274 |
|
|
2019
Q2 | $411K | Buy |
2,829
+31
| +1% | +$4.48K | 0.06% | 242 |
|
|
2019
Q1 | $358K | Sell |
2,798
-254
| -8% | -$31.5K | 0.05% | 278 |
|
|
2018
Q4 | $319K | Buy |
3,052
+92
| +3% | +$11.6K | 0.06% | 281 |
|
|
2018
Q3 | $435K | Buy |
2,960
+1,353
| +84% | +$194K | 0.08% | 209 |
|
|
2018
Q2 | $222K | Buy |
1,607
+26
| +2% | +$3.69K | 0.05% | 296 |
|
|
2018
Q1 | $226K | Buy |
1,581
+38
| +2% | +$6.2K | 0.05% | 296 |
|
|
2017
Q4 | $265K | Hold |
1,543
| – | – | 0.06% | 258 |
|
|
2017
Q3 | $232K | Buy |
+1,543
| New | +$215K | 0.06% | 235 |
|
Other funds holding AMP
Independent Advisor Alliance's AMP Position: Q2 2026 in Review
Independent Advisor Alliance reduced its Ameriprise Financial (AMP) stake by 7.6% in Q2 2026, selling an estimated $190K and leaving 5,035 shares worth $2.31M. The position accounts for 0.05% of the portfolio, ranked #248.
Independent Advisor Alliance first reported a position in AMP in Q3 2017 and has held it in 35 quarters since. The position peaked at $3.02M in Q2 2025. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.
- Independent Advisor Alliance held 5,035 shares of Ameriprise Financial worth $2.31M as of Q2 2026.
- Independent Advisor Alliance sold 414 Ameriprise Financial shares in Q2 2026, an estimated $190K.
- Ameriprise Financial made up 0.05% of Independent Advisor Alliance's portfolio in Q2 2026, its #248 holding.
- Independent Advisor Alliance first reported a position in Ameriprise Financial in Q3 2017 and has held it in 35 quarters since.
- Independent Advisor Alliance's Ameriprise Financial position peaked at $3.02M in Q2 2025.
- 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.
Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.