Institute for Wealth Management, LLC.

Position in AMP — Ameriprise Financial Inc

CIK 1533954 DENVER, CO

Position in AMP

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$248,189

-$20,673 QoQ

Shares Held

541

-10.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,020

of 1,374 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $17,964,075 across 133 Asset Management names. AMP ranks #20 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BXSL	Blackstone Secured Lending Fund	115,773	$2,744,977
2	BX	Blackstone Inc.	17,555	$2,065,696
3	KKR	KKR & Co. Inc.	10,154	$931,934
4	CET	Central Securities Corp	16,394	$859,865
5	ECF	Ellsworth Growth & Income Fund Ltd	52,289	$690,737
6	GDV	Gabelli Dividend & Income Trust	18,050	$530,670
7	APO	Apollo Global Management, Inc.	4,340	$513,465
8	SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	25,742	$479,830

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$248,189	541	-10.6%	Shares	Sole	2026-07-28
2026-03-31	$268,862	605	0.0%	Shares	Sole	2026-05-14
2025-12-31	$296,655	605	+3.6%	Shares	Sole	2026-01-27
2025-09-30	$286,890	584	0.0%	Shares	Sole	2025-10-17
2025-06-30	$311,698	584	0.0%	Shares	Sole	2025-07-18
2025-03-31	$282,720	584	+3.5%	Shares	Sole	2025-04-21
2024-12-31	$300,290	564	0.0%	Shares	Sole	2025-01-23
2024-09-30	$264,972	564	0.0%	Shares	Sole	2024-11-12
2024-06-30	$240,935	564	0.0%	Shares	Sole	2024-07-25
2024-03-31	$247,280	564	0.0%	Shares	Sole	2024-04-30
2023-12-31	$214,224	564	-14.7%	Shares	Sole	2024-01-31
2023-09-30	$217,918	661	0.0%	Shares	Sole	2023-10-13
2023-06-30	$219,557	661	—	Shares	Sole	2023-07-25
No filing history on record for this holder in this stock.