Position in AMP
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$722,088
+$79,042 QoQ
Shares Held
1,574
+8.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#695
of 1,374 holders
Holding Since
Dec 2020
22 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, 2026Accel Wealth Management holds $18,803,473 across 19 Asset Management names. AMP ranks #8 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PTY |
Pimco Corporate & Income Opportunity Fund
|
448,727 | $5,398,185 | |
| 2 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
74,654 | $2,066,422 | |
| 3 | GAB |
Gabelli Equity Trust Inc
|
323,540 | $1,831,236 | |
| 4 | UTF |
Cohen & Steers Infrastructure Fund Inc
|
66,098 | $1,823,643 | |
| 5 | BX |
Blackstone Inc.
|
11,969 | $1,408,392 | |
| 6 | RVT |
Royce Small-Cap Trust, Inc.
|
65,508 | $1,209,932 | |
| 7 | ARCC |
Ares Capital Corp
|
56,895 | $1,054,264 | |
| 8 | AMP |
Ameriprise Financial Inc
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|
1,574 | $722,088 |
All Filings in AMP
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $722,088 | 1,574 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $643,046 | 1,447 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $707,070 | 1,442 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $712,803 | 1,451 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $773,374 | 1,449 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $688,888 | 1,423 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $753,388 | 1,415 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $793,039 | 1,688 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $724,087 | 1,695 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $649,768 | 1,482 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $598,991 | 1,577 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $508,366 | 1,542 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $517,505 | 1,558 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $472,316 | 1,541 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $503,173 | 1,616 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $405,639 | 1,610 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $381,238 | 1,604 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $482,678 | 1,607 | Shares | Sole | 2022-04-29 | |
| 2021-09-30 | $444,778 | 1,684 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $451,966 | 1,816 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $420,502 | 1,809 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $350,182 | 1,802 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||