Marks Group Wealth Management, Inc
Position in AMP — Ameriprise Financial Inc
CIK 1802473
MINNETONKA, MN
Position in AMP
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,270,095
-$136,200 QoQ
Shares Held
2,858
-0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Marks Group Wealth Management, Inc holds $25,243,084 across 19 Asset Management names. AMP ranks #8 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAM |
Brookfield Asset Management Ltd.
|
83,825 | $3,726,020 | |
| 2 | GOF |
Guggenheim Strategic Opportunities Fund
|
190,195 | $2,095,948 | |
| 3 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
219,290 | $1,899,051 | |
| 4 | IGA |
Voya Global Advantage & Premium Opportunity Fund
|
195,408 | $1,868,100 | |
| 5 | BLK |
BlackRock, Inc.
|
1,908 | $1,834,942 | |
| 6 | PDI |
PIMCO Dynamic Income Fund
|
85,175 | $1,457,344 | |
| 7 | GAB |
Gabelli Equity Trust Inc
|
227,710 | $1,275,176 | |
| 8 | AMP |
Ameriprise Financial Inc
This page
|
2,858 | $1,270,095 |
All Filings in AMP
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,270,095 | 2,858 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,406,295 | 2,868 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,408,905 | 2,868 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,530,737 | 2,868 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,388,427 | 2,868 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,527,009 | 2,868 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,347,415 | 2,868 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,220,909 | 2,858 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,253,061 | 2,858 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,085,554 | 2,858 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $942,225 | 2,858 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $949,313 | 2,858 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $875,977 | 2,858 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $853,153 | 2,740 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $690,343 | 2,740 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $651,243 | 2,740 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $822,986 | 2,740 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||