Wealthcare Advisory Partners LLC

Position in AMP — Ameriprise Financial Inc

CIK 1683059 WEST CHESTER, PA

Position in AMP

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$207,359

+$7,379 QoQ

Shares Held

452

+0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,082

of 1,374 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wealthcare Advisory Partners LLC holds $63,534,498 across 46 Asset Management names. AMP ranks #35 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHYS	Sprott Physical Gold Trust	545,634	$16,461,777
2	PDI	PIMCO Dynamic Income Fund	436,792	$7,294,426
3	ARCC	Ares Capital Corp	264,044	$4,892,735
4	APO	Apollo Global Management, Inc.	33,725	$3,990,004
5	PSLV	Sprott Physical Silver Trust	205,537	$3,878,483
6	CEF	Sprott Physical Gold & Silver Trust	79,900	$3,214,377
7	BX	Blackstone Inc.	20,925	$2,462,244
8	GNT	GAMCO Natural Resources, Gold & Income Trust	241,340	$1,966,921

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$207,359	452	+0.4%	Shares	Sole	2026-07-09
2026-03-31	$199,980	450	-6.6%	Shares	Sole	2026-04-14
2025-12-31	$236,343	482	-2.4%	Shares	Sole	2026-01-14
2025-09-30	$242,677	494	+3.8%	Shares	Sole	2025-11-07
2025-06-30	$254,055	476	+1.3%	Shares	Sole	2025-07-22
2025-03-31	$227,531	470	+7.6%	Shares	Sole	2025-04-15
2024-12-31	$232,671	437	+1.2%	Shares	Sole	2025-01-15
2024-09-30	$202,957	432	-13.4%	Shares	Sole	2024-11-04
2024-06-30	$213,167	499	+190.1%	Shares	Sole	2024-08-12
2021-03-31	$39,981	172	+191.5%	Shares	Sole	2021-04-30
2020-03-31	$6,046	59	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.