Position in AMP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$232,132
+$7,266 QoQ
Shares Held
506
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,041
of 1,371 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $12,112,339 across 12 Asset Management names. AMP ranks #10 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
|
324,687 | $4,224,177 | |
| 2 | PFG |
Principal Financial Group Inc
|
35,611 | $3,838,153 | |
| 3 | BLK |
BlackRock, Inc.
|
1,507 | $1,449,070 | |
| 4 | BDJ |
BlackRock Enhanced Equity Dividend Trust
|
49,635 | $475,006 | |
| 5 | BX |
Blackstone Inc.
|
3,181 | $374,308 | |
| 6 | ETG |
Eaton Vance Tax-Advantaged Global Dividend Income Fund
|
15,655 | $368,518 | |
| 7 | NTRS |
Northern Trust Corp
|
1,817 | $315,867 | |
| 8 | KKR |
KKR & Co. Inc.
|
2,700 | $247,806 |
All Filings in AMP
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,132 | 506 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $224,866 | 506 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $248,112 | 506 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $252,502 | 514 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $265,263 | 497 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $243,507 | 503 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $273,136 | 513 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $242,421 | 516 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $221,711 | 519 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $242,895 | 554 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $250,307 | 659 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $217,588 | 660 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $218,893 | 659 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $201,983 | 659 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $205,192 | 659 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||