Position in AMP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$562,898
+$101,167 QoQ
Shares Held
1,227
+18.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#753
of 1,374 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026IFP Advisors, Inc holds $41,675,163 across 172 Asset Management names. AMP ranks #15 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEF |
Sprott Physical Gold & Silver Trust
|
195,814 | $7,877,597 | |
| 2 | TSLX |
Sixth Street Specialty Lending, Inc.
|
305,604 | $5,247,220 | |
| 3 | BLK |
BlackRock, Inc.
|
5,105 | $4,908,763 | |
| 4 | KKR |
KKR & Co. Inc.
|
40,898 | $3,753,618 | |
| 5 | IQI |
Invesco Quality Municipal Income Trust
|
182,631 | $1,848,225 | |
| 6 | APO |
Apollo Global Management, Inc.
|
13,150 | $1,555,776 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
45,615 | $1,376,204 | |
| 8 | EMO |
ClearBridge Energy Midstream Opportunity Fund Inc.
|
21,041 | $1,054,154 |
All Filings in AMP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $562,898 | 1,227 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $461,731 | 1,039 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $691,869 | 1,411 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $632,730 | 1,288 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $790,454 | 1,481 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $931,911 | 1,925 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $972,217 | 1,826 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $863,510 | 1,838 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $800,981 | 1,875 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $772,969 | 1,763 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $687,872 | 1,811 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $626,062 | 1,899 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $639,408 | 1,925 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $632,003 | 2,062 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $505 | 3,475 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $626,347 | 2,486 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $484,629 | 2,039 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $215,057 | 716 | Shares | Sole | 2022-08-08 | |
| 2021-09-30 | $166,395 | 630 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $145,594 | 585 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $135,285 | 582 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $201,520 | 1,037 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $191,712 | 1,244 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $151,690 | 1,011 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $214,183 | 2,090 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||