Virtus ETF Advisers’s Ameriprise Financial AMP Stock Holding History

Virtus ETF Advisers’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 Q1	–	Sell	-2,237	Closed	-$1.19M	–	436
2024 Q4	$1.19M	Buy	2,237 +223	+11%	+$119K	0.49%	45
2024 Q3	$946K	Buy	2,014 +43	+2%	+$18.7K	0.44%	73
2024 Q2	$842K	Buy	1,971 +19	+1%	+$8.12K	0.41%	107
2024 Q1	$856K	Buy	+1,952	New	+$782K	0.45%	60
2023 Q1	–	Sell	-2,897	Closed	-$902K	–	446
2022 Q4	$902K	Buy	2,897 +127	+5%	+$38.7K	0.47%	21
2022 Q3	$698K	Buy	2,770 +191	+7%	+$50.3K	0.28%	108
2022 Q2	$613K	Buy	+2,579	New	+$691K	0.23%	184

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

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

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

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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Virtus ETF Advisers's AMP Position: Q1 2025 in Review

Virtus ETF Advisers sold out of Ameriprise Financial (AMP) in Q1 2025, closing a stake of 2,237 shares — an estimated $1.19M sold.

Virtus ETF Advisers first reported a position in AMP in Q2 2022 and held it in 7 quarters. The position peaked at $1.19M in Q4 2024. 1,366 funds tracked by Wall St. Rank hold AMP as of Q1 2025.

Virtus ETF Advisers reported no remaining Ameriprise Financial position as of Q1 2025 after selling out during the quarter.
Virtus ETF Advisers sold 2,237 Ameriprise Financial shares in Q1 2025, an estimated $1.19M.
Virtus ETF Advisers first reported a position in Ameriprise Financial in Q2 2022 and held it in 7 quarters.
Virtus ETF Advisers's Ameriprise Financial position peaked at $1.19M in Q4 2024.
1,366 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2025.

Based on Virtus ETF Advisers's 13F filing for Q1 2025, filed 14 May 2025.