Position in AMP
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$278,638
-$18,017 QoQ
Shares Held
627
+3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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 Mar 31, 2026MONECO ADVISORS, LLC holds $10,015,077 across 12 Asset Management names. AMP ranks #8 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
203,365 | $3,268,075 | |
| 2 | KKR |
KKR & Co. Inc.
|
19,631 | $1,815,867 | |
| 3 | QQQX |
Nuveen NASDAQ 100 Dynamic Overwrite Fund
|
60,746 | $1,620,095 | |
| 4 | BX |
Blackstone Inc.
|
8,517 | $979,369 | |
| 5 | BCX |
BlackRock Resources & Commodities Strategy Trust
|
49,536 | $596,908 | |
| 6 | BLK |
BlackRock, Inc.
|
418 | $401,994 | |
| 7 | ARCC |
Ares Capital Corp
|
19,869 | $358,039 | |
| 8 | AMP |
Ameriprise Financial Inc
This page
|
627 | $278,638 |
All Filings in AMP
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $278,638 | 627 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $296,655 | 605 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $306,048 | 623 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $339,986 | 637 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $332,583 | 687 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $393,465 | 739 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $288,933 | 615 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $258,877 | 606 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $266,133 | 607 | Shares | Sole | 2024-07-19 | |
| 2023-12-31 | $233,215 | 614 | Shares | Sole | 2024-03-13 | |
| 2023-09-30 | $206,050 | 625 | Shares | Sole | 2024-03-13 | |
| 2023-06-30 | $208,264 | 627 | Shares | Sole | 2024-03-13 | |
| No filing history on record for this holder in this stock. | ||||||