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Innovative Asset Advisors Group’s Ameriprise Financial AMP Stock Holding History

Innovative Asset Advisors Group’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
-144
Closed -$64K – 317
2026
Q1 		$64K Buy
+144
New +$69.4K 0.04% 272

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Innovative Asset Advisors Group's AMP Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Ameriprise Financial (AMP) in Q2 2026, closing a stake of 144 shares — an estimated $64K sold.

Innovative Asset Advisors Group first reported a position in AMP in Q1 2026 and held it in 1 quarter. The position peaked at $64K in Q1 2026. 1,312 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Ameriprise Financial position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 144 Ameriprise Financial shares in Q2 2026, an estimated $64K.
  • Innovative Asset Advisors Group first reported a position in Ameriprise Financial in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Ameriprise Financial position peaked at $64K in Q1 2026.
  • 1,312 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.