Position in AMP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$650,980
+$114,590 QoQ
Shares Held
1,419
+17.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#718
of 1,372 holders
Holding Since
Mar 2020
25 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, 2026Stratos Wealth Partners, LTD. holds $133,174,917 across 120 Asset Management names. AMP ranks #40 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
|
1,788,705 | $23,271,052 | |
| 2 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
433,686 | $12,004,428 | |
| 3 | CSQ |
Calamos Strategic Total Return Fund
|
527,617 | $10,847,805 | |
| 4 | BX |
Blackstone Inc.
|
64,513 | $7,591,244 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
167,225 | $5,045,178 | |
| 6 | BLK |
BlackRock, Inc.
|
4,406 | $4,236,633 | |
| 7 | ARES |
Ares Management Corp
|
37,069 | $4,126,150 | |
| 8 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
476,950 | $3,758,366 |
All Filings in AMP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $650,980 | 1,419 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $536,390 | 1,207 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $680,591 | 1,388 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,153,946 | 2,349 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $848,630 | 1,590 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $858,811 | 1,774 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $755,518 | 1,419 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $576,926 | 1,228 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $652,319 | 1,527 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $995,697 | 2,271 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $826,510 | 2,176 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $706,504 | 2,143 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $684,913 | 2,062 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $598,594 | 1,953 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $640,488 | 2,057 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $496,341 | 1,970 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $369,117 | 1,553 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $472,165 | 1,572 | Shares | Sole | 2022-04-26 | |
| 2021-09-30 | $344,940 | 1,306 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $317,073 | 1,274 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $300,325 | 1,292 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $261,762 | 1,347 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $322,089 | 2,090 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $314,933 | 2,099 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $212,543 | 2,074 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||