Position in AMP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$680,788
-$202,669 QoQ
Shares Held
1,484
-25.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#705
of 1,372 holders
Holding Since
Jun 2020
24 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, 2026AE Wealth Management LLC holds $131,862,009 across 44 Asset Management names. AMP ranks #23 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
|
349,603 | $39,746,329 | |
| 2 | PFG |
Principal Financial Group Inc
|
257,878 | $27,794,055 | |
| 3 | PSLV |
Sprott Physical Silver Trust
|
442,718 | $8,354,088 | |
| 4 | ARCC |
Ares Capital Corp
|
324,360 | $6,010,389 | |
| 5 | PDI |
PIMCO Dynamic Income Fund
|
345,004 | $5,761,566 | |
| 6 | BEN |
Franklin Resources Inc
|
130,756 | $4,350,225 | |
| 7 | CEF |
Sprott Physical Gold & Silver Trust
|
105,442 | $4,241,931 | |
| 8 | NAD |
Nuveen Quality Municipal Income Fund
|
291,032 | $3,527,307 |
All Filings in AMP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $680,788 | 1,484 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $883,457 | 1,988 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $2,080,015 | 4,242 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,946,326 | 3,962 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $1,035,427 | 1,940 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $896,083 | 1,851 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $912,581 | 1,714 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $635,179 | 1,352 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $872,319 | 2,042 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $696,240 | 1,588 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $3,972,262 | 10,458 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,322,844 | 10,079 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $3,092,409 | 9,310 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $3,733,783 | 12,182 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,367,225 | 4,391 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $840,505 | 3,336 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $546,664 | 2,300 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $598,917 | 1,994 | Shares | Sole | 2022-04-18 | |
| 2021-09-30 | $511,336 | 1,936 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $495,271 | 1,990 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $475,127 | 2,044 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $378,943 | 1,950 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $260,445 | 1,690 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $332,638 | 2,217 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||