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Wealth Enhancement Trust Services’s Ameriprise Financial AMP Stock Holding History

Wealth Enhancement Trust Services’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 		$90.4K Buy
197
+49
+33% +$22.5K 0.01% 389
2026
Q1 		$65.8K Buy
148
+4
+3% +$1.93K 0.01% 417
2025
Q4 		$70.6K Buy
+144
New +$68.3K 0.01% 386

Other funds holding AMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Wealth Enhancement Trust Services's AMP Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its Ameriprise Financial (AMP) stake by 33% in Q2 2026, buying an estimated $22.5K and bringing the position to 197 shares worth $90.4K. The position accounts for 0.01% of the portfolio, ranked #389.

Wealth Enhancement Trust Services first reported a position in AMP in Q4 2025 and has held it in 3 quarters since. 1,072 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Wealth Enhancement Trust Services held 197 shares of Ameriprise Financial worth $90.4K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 49 Ameriprise Financial shares in Q2 2026, an estimated $22.5K.
  • Ameriprise Financial made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #389 holding.
  • Wealth Enhancement Trust Services first reported a position in Ameriprise Financial in Q4 2025 and has held it in 3 quarters since.
  • 1,072 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.