Position in AMP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$377,100
+$12,248 QoQ
Shares Held
822
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
7 quarters on record
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $12,730,430 across 38 Asset Management names. AMP ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DNP |
Dnp Select Income Fund Inc
|
544,615 | $5,876,395 | |
| 2 | VGM |
Invesco Trust for Investment Grade Municipals
|
373,821 | $3,962,502 | |
| 3 | STT |
State Street Corp
|
20,804 | $1,115,997 | |
| 4 | IVZ |
Invesco Ltd.
|
5,699 | $633,971 | |
| 5 | AMP |
Ameriprise Financial Inc
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|
822 | $377,100 | |
| 6 | FTHY |
First Trust High Yield Opportunities 2027 Term Fund
|
8,598 | $117,792 | |
| 7 | PFG |
Principal Financial Group Inc
|
819 | $88,271 | |
| 8 | FSK |
FS KKR Capital Corp
|
7,997 | $83,968 |
All Filings in AMP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $377,100 | 822 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $364,852 | 821 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $402,569 | 821 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $403,316 | 821 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $399,763 | 749 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $725,196 | 1,498 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $398,790 | 749 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||