WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in AMP — Ameriprise Financial Inc

CIK 1632972 PLYMOUTH, MN

Position in AMP

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$15,339,558

-$1,475,649 QoQ

Shares Held

33,437

-11.6% QoQ

Ownership

0.038%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#191

of 1,374 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Financial Services · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $470,520,508 across 174 Asset Management names. AMP ranks #7 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IVZ	Invesco Ltd.	1,969,959	$51,987,218
2	BLK	BlackRock, Inc.	50,374	$48,437,623
3	STT	State Street Corp	269,468	$45,701,772
4	BX	Blackstone Inc.	256,063	$30,130,933
5	TROW	Price T Rowe Group Inc	215,256	$24,472,454
6	PHYS	Sprott Physical Gold Trust	662,675	$19,992,904
7	AMP	Ameriprise Financial Inc This page	33,437	$15,339,558
8	BEN	Franklin Resources Inc	446,300	$14,848,401

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,339,558	33,437	-11.6%	Shares	Sole	2026-07-15
2026-03-31	$16,815,207	37,838	+14.2%	Shares	Sole	2026-04-08
2025-12-31	$16,251,828	33,144	+35.3%	Shares	Sole	2026-01-08
2025-09-30	$12,037,590	24,504	-0.1%	Shares	Sole	2025-10-29
2025-06-30	$13,088,127	24,522	-1.5%	Shares	Sole	2025-07-10
2025-03-31	$12,055,307	24,902	+6.1%	Shares	Sole	2025-04-16
2024-12-31	$12,495,599	23,469	-27.2%	Shares	Sole	2025-03-17
2024-09-30	$15,145,264	32,237	+9.2%	Shares	Sole	2024-10-24
2024-06-30	$12,614,493	29,529	+23.9%	Shares	Sole	2024-07-16
2024-03-31	$10,451,094	23,837	+0.2%	Shares	Sole	2024-04-15
2023-12-31	$9,033,876	23,784	-4.8%	Shares	Sole	2024-01-30
2023-09-30	$8,240,681	24,996	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.