XWL
AMP icon

XXI Wealth LLC’s Ameriprise Financial AMP Stock Holding History

XXI Wealth 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 		$250K Buy
+545
New +$250K 0.11% 191
2026
Q1 		– Sell
-563
Closed -$276K – 210
2025
Q4 		$276K Buy
+563
New +$267K 0.17% 145

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

XXI Wealth LLC's AMP Position: Q2 2026 in Review

XXI Wealth LLC opened a new position in Ameriprise Financial (AMP) in Q2 2026: 545 shares worth $250K. The stake represents 0.11% of the portfolio and ranks #191 among its holdings. This is a return to the name: XXI Wealth LLC previously reported a position in AMP as recently as Q4 2025.

XXI Wealth LLC first reported a position in AMP in Q4 2025 and has held it in 2 quarters since. The position peaked at $276K in Q4 2025. 1,385 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • XXI Wealth LLC held 545 shares of Ameriprise Financial worth $250K as of Q2 2026.
  • Ameriprise Financial was a new XXI Wealth LLC position in Q2 2026.
  • Ameriprise Financial made up 0.11% of XXI Wealth LLC's portfolio in Q2 2026, its #191 holding.
  • XXI Wealth LLC first reported a position in Ameriprise Financial in Q4 2025 and has held it in 2 quarters since.
  • XXI Wealth LLC's Ameriprise Financial position peaked at $276K in Q4 2025.
  • 1,385 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on XXI Wealth LLC's 13F filing for Q2 2026, filed 14 Aug 2026.