WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in AMP — Ameriprise Financial Inc

CIK 1632972 PLYMOUTH, MN

Position in AMP

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$16,815,207

+$563,379 QoQ

Shares Held

37,838

+14.2% QoQ

Ownership

0.042%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 7.836037845552091.ToString("F0")% Shared 0.ToString("F0")% None 92.16396215444792.ToString("F0")%

Financial Services · as of Mar 31, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $366,045,203 across 167 Asset Management names. AMP ranks #6 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	49,242	$47,356,523
2	PHYS	Sprott Physical Gold Trust	1,112,010	$39,409,634
3	IVZ	Invesco Ltd.	1,515,077	$36,801,220
4	BX	Blackstone Inc.	233,763	$26,880,407
5	PSLV	Sprott Physical Silver Trust	874,917	$21,339,225
6	AMP	Ameriprise Financial Inc This page	37,838	$16,815,207
7	KKR	KKR & Co. Inc.	129,586	$11,986,705
8	CEF	Sprott Physical Gold & Silver Trust	198,205	$9,458,342

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.