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Spartan Wealth Advisory Services LLC’s Ameriprise Financial AMP Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$2.06M Sell
4,488
-213
-5% -$97.6K 0.17% 116
2026
Q1 		$2.09M Buy
+4,701
New +$2.27M 0.18% 109

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

Spartan Wealth Advisory Services LLC's AMP Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its Ameriprise Financial (AMP) stake by 4.5% in Q2 2026, selling an estimated $97.6K and leaving 4,488 shares worth $2.06M. The position accounts for 0.17% of the portfolio, ranked #116.

Spartan Wealth Advisory Services LLC first reported a position in AMP in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.09M in Q1 2026. 1,312 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 4,488 shares of Ameriprise Financial worth $2.06M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 213 Ameriprise Financial shares in Q2 2026, an estimated $97.6K.
  • Ameriprise Financial made up 0.17% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #116 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Ameriprise Financial in Q1 2026 and has held it in 2 quarters since.
  • Spartan Wealth Advisory Services LLC's Ameriprise Financial position peaked at $2.09M in Q1 2026.
  • 1,312 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.