Position in AMP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$374,348
+$8,607 QoQ
Shares Held
816
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#880
of 1,371 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, 2026Tradition Wealth Management, LLC holds $15,372,468 across 19 Asset Management names. AMP ranks #12 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTG |
Reaves Utility Income Fund
|
94,789 | $3,859,808 | |
| 2 | OBDC |
Blue Owl Capital Corp
|
163,876 | $1,781,332 | |
| 3 | PDI |
PIMCO Dynamic Income Fund
|
95,446 | $1,593,948 | |
| 4 | CEF |
Sprott Physical Gold & Silver Trust
|
30,524 | $1,227,980 | |
| 5 | PSLV |
Sprott Physical Silver Trust
|
61,227 | $1,155,353 | |
| 6 | BX |
Blackstone Inc.
|
9,682 | $1,139,280 | |
| 7 | MAIN |
Main Street Capital CORP
|
13,036 | $676,307 | |
| 8 | KKR |
KKR & Co. Inc.
|
7,215 | $662,192 |
All Filings in AMP
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $374,348 | 816 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $365,741 | 823 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $404,530 | 825 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $399,386 | 813 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $437,124 | 819 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $392,613 | 811 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $471,732 | 886 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $421,419 | 897 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $390,024 | 913 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $398,980 | 910 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $345,645 | 910 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $299,019 | 907 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $303,594 | 914 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $271,252 | 885 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $95,279 | 306 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $77,096 | 306 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $72,017 | 303 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $91,009 | 303 | Shares | Sole | 2022-05-11 | |
| 2021-09-30 | $80,028 | 303 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $75,410 | 303 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $70,432 | 303 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $58,881 | 303 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||