TWD
AMPS

True Wealth Design’s Altus Power AMPS Stock Holding History

True Wealth Design’s Portfolio AMPS Stock Details AMPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4
Closed -$20 – 2871
2025
Q1 		$20 Buy
+4
New +$18 ﹤0.01% 2592

Other funds holding AMPS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

True Wealth Design's AMPS Position: Q2 2025 in Review

True Wealth Design sold out of Altus Power (AMPS) in Q2 2025, closing a stake of 4 shares — an estimated $20 sold.

True Wealth Design first reported a position in AMPS in Q1 2025 and held it in 1 quarter. The position peaked at $20 in Q1 2025. 1 fund tracked by Wall St. Rank holds AMPS as of Q2 2025.

  • True Wealth Design reported no remaining Altus Power position as of Q2 2025 after selling out during the quarter.
  • True Wealth Design sold 4 Altus Power shares in Q2 2025, an estimated $20.
  • True Wealth Design first reported a position in Altus Power in Q1 2025 and held it in 1 quarter.
  • True Wealth Design's Altus Power position peaked at $20 in Q1 2025.
  • 1 fund tracked by Wall St. Rank held Altus Power as of Q2 2025.

Based on True Wealth Design's 13F filing for Q2 2025, filed 6 Aug 2025.