Position in AMP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$740,438
-$14,153 QoQ
Shares Held
1,614
-4.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#688
of 1,372 holders
Holding Since
Mar 2020
20 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, 2026Wealthspire Advisors, LLC holds $49,912,238 across 44 Asset Management names. AMP ranks #18 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTG |
Reaves Utility Income Fund
|
159,511 | $6,495,287 | |
| 2 | BX |
Blackstone Inc.
|
52,520 | $6,180,028 | |
| 3 | EIM |
Eaton Vance Municipal Bond Fund
|
563,559 | $5,613,047 | |
| 4 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
374,135 | $4,818,858 | |
| 5 | APO |
Apollo Global Management, Inc.
|
31,445 | $3,720,257 | |
| 6 | BLK |
BlackRock, Inc.
|
3,342 | $3,213,533 | |
| 7 | KKR |
KKR & Co. Inc.
|
22,676 | $2,081,203 | |
| 8 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
199,488 | $1,571,965 |
All Filings in AMP
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $740,438 | 1,614 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $754,591 | 1,698 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,302,343 | 2,656 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,014,922 | 2,066 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,143,783 | 2,143 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,042,288 | 2,153 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,106,389 | 2,078 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $638,941 | 1,360 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $507,074 | 1,187 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $521,743 | 1,190 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $505,553 | 1,331 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $345,174 | 1,047 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $300,936 | 906 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $281,673 | 919 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $390,146 | 1,253 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $210,126 | 834 | Shares | Sole | 2022-11-14 | |
| 2021-09-30 | $221,068 | 837 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $474,198 | 2,040 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $342,409 | 1,762 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $298,831 | 2,916 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||