Apella Capital, LLC

Position in AMP — Ameriprise Financial Inc

CIK 1801507 WEST HARTFORD, CT

Position in AMP

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$384,440

+$20,032 QoQ

Shares Held

838

+2.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#46

of 119 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Jun 30, 2026

Apella Capital, LLC holds $14,211,126 across 13 Asset Management names. AMP ranks #6 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSLV	Sprott Physical Silver Trust	351,326	$6,629,521
2	PHYS	Sprott Physical Gold Trust	99,674	$3,007,164
3	BX	Blackstone Inc.	15,727	$1,850,596
4	PFG	Principal Financial Group Inc	5,358	$577,485
5	BLK	BlackRock, Inc.	546	$525,011
6	AMP	Ameriprise Financial Inc This page	838	$384,440
7	KKR	KKR & Co. Inc.	3,946	$362,163
8	APO	Apollo Global Management, Inc.	2,086	$246,794

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$384,440	838	+2.2%	Shares	Sole	2026-07-08
2026-03-31	$364,408	820	+7.0%	Shares	Sole	2026-04-20
2025-12-31	$375,600	766	+4.2%	Shares	Sole	2026-01-21
2025-09-30	$361,068	735	+28.7%	Shares	Sole	2025-10-17
2025-06-30	$304,759	571	-1.7%	Shares	Sole	2025-07-08
2025-03-31	$281,267	581	+4.1%	Shares	Sole	2025-04-10
2024-12-31	$297,095	558	+1.5%	Shares	Sole	2025-01-14
2024-09-30	$258,395	550	+1.3%	Shares	Sole	2024-10-03
2024-06-30	$231,964	543	-4.9%	Shares	Sole	2024-07-10
2024-03-31	$250,349	571	+4.0%	Shares	Sole	2024-04-10
2023-12-31	$208,526	549	—	Shares	Sole	2024-01-05
No filing history on record for this holder in this stock.