U.S. Capital Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

U.S. Capital Wealth Advisors’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
2025 Q4	–	Sell	-523	Closed	-$257K	–	984
2025 Q3	$257K	Buy	523 +17	+3%	+$8.71K	0.01%	815
2025 Q2	$270K	Buy	506 +6	+1%	+$2.96K	0.01%	753
2025 Q1	$242K	Buy	500 +109	+28%	+$57.2K	0.01%	756
2024 Q4	$208K	Buy	+391	New	+$209K	0.01%	768
2023 Q1	–	Sell	-100	Closed	-$31.1K	–	673
2022 Q4	$31.1K	Buy	+100	New	+$30.5K	﹤0.01%	996

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

U.S. Capital Wealth Advisors's AMP Position: Q4 2025 in Review

U.S. Capital Wealth Advisors sold out of Ameriprise Financial (AMP) in Q4 2025, closing a stake of 523 shares — an estimated $257K sold.

U.S. Capital Wealth Advisors first reported a position in AMP in Q4 2022 and held it in 5 quarters. The position peaked at $270K in Q2 2025. 1,424 funds tracked by Wall St. Rank hold AMP as of Q4 2025.

U.S. Capital Wealth Advisors reported no remaining Ameriprise Financial position as of Q4 2025 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 523 Ameriprise Financial shares in Q4 2025, an estimated $257K.
U.S. Capital Wealth Advisors first reported a position in Ameriprise Financial in Q4 2022 and held it in 5 quarters.
U.S. Capital Wealth Advisors's Ameriprise Financial position peaked at $270K in Q2 2025.
1,424 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.