Sowell Financial Services LLC

Position in AMP — Ameriprise Financial Inc

CIK 1633697 NORTH LITTLE ROCK, AR

Position in AMP

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$422,976

+$52,791 QoQ

Shares Held

922

+10.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#839

of 1,371 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sowell Financial Services LLC holds $47,562,599 across 64 Asset Management names. AMP ranks #24 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BTZ	Blackrock Credit Allocation Income Trust	761,468	$7,782,202
2	BN	BROOKFIELD Corp /ON/	122,009	$5,196,363
3	LIEN	Chicago Atlantic BDC, Inc.	511,387	$4,996,250
4	FLC	Flaherty & Crumrine Total Return Fund Inc	204,611	$3,457,925
5	FFC	Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC	112,147	$1,825,753
6	JQC	Nuveen Credit Strategies Income Fund	321,246	$1,561,255
7	BX	Blackstone Inc.	12,954	$1,524,297
8	ERC	Allspring Multi-Sector Income Fund	147,782	$1,361,072

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$422,976	922	+10.7%	Shares	Sole	2026-07-20
2026-03-31	$370,185	833	-27.9%	Shares	Sole	2026-04-20
2025-12-31	$566,833	1,156	-4.1%	Shares	Sole	2026-01-21
2025-09-30	$591,956	1,205	-2.7%	Shares	Sole	2025-10-17
2025-06-30	$661,291	1,239	+0.2%	Shares	Sole	2025-07-14
2025-03-31	$598,359	1,236	+68.2%	Shares	Sole	2025-04-17
2023-03-31	$225,277	735	-33.6%	Shares	Sole	2023-05-12
2021-03-31	$257,322	1,107	+102.0%	Shares	Sole	2021-05-07
2020-12-31	$106,492	548	+157.3%	Shares	Sole	2021-01-13
2020-09-30	$32,825	213	-1.8%	Shares	Sole	2020-11-12
2020-06-30	$32,558	217	-24.7%	Shares	Sole	2020-08-13
2020-03-31	$29,514	288	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.