Position in AMP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,443,549
+$100,873 QoQ
Shares Held
9,686
-0.9% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#343
of 1,374 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $13,354,400 across 56 Asset Management names. AMP ranks #2 (33.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
6,457 | $6,208,792 | |
| 2 | AMP |
Ameriprise Financial Inc
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|
9,686 | $4,443,549 | |
| 3 | BMEZ |
BlackRock Health Sciences Term Trust
|
44,806 | $687,772 | |
| 4 | BX |
Blackstone Inc.
|
3,207 | $377,367 | |
| 5 | EOD |
Allspring Global Dividend Opportunity Fund
|
45,547 | $297,421 | |
| 6 | AWF |
Alliancebernstein Global High Income Fund Inc
|
20,870 | $214,961 | |
| 7 | APO |
Apollo Global Management, Inc.
|
1,397 | $165,279 | |
| 8 | MAIN |
Main Street Capital CORP
|
2,923 | $151,645 |
All Filings in AMP
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,443,549 | 9,686 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $4,342,676 | 9,772 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $4,788,660 | 9,766 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $4,927,728 | 10,031 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $5,351,176 | 10,026 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $4,763,158 | 9,839 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $5,243,903 | 9,849 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,647,830 | 9,893 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $4,223,627 | 9,887 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $4,354,147 | 9,931 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $3,706,760 | 9,759 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,272,733 | 9,927 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $3,294,695 | 9,919 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $3,041,399 | 9,923 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $3,036,168 | 9,751 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $2,454,748 | 9,743 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $2,310,962 | 9,723 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $2,448,234 | 8,151 | Shares | Sole | 2022-04-07 | |
| 2021-09-30 | $2,262,980 | 8,568 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $2,002,488 | 8,046 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,511,157 | 6,501 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,261,979 | 6,494 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||