Caerus Investment Advisors, LLC
Position in AMP — Ameriprise Financial Inc
CIK 1862682
WEST LAKE HILLS, TX
Position in AMP
as of Mar 31, 2026
· filed Jun 1, 2026
Position Value
$342,632
-$380,129 QoQ
Shares Held
771
-47.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026Caerus Investment Advisors, LLC holds $2,032,865 across 7 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NTRS |
Northern Trust Corp
|
3,021 | $525,170 | |
| 2 | JHG |
Janus Henderson Group Ltd.
|
7,707 | $400,378 | |
| 3 | IVZ |
Invesco Ltd.
|
12,068 | $318,474 | |
| 4 | PFG |
Principal Financial Group Inc
|
2,470 | $266,216 | |
| 5 | OWL |
Blue Owl Capital Inc.
|
27,911 | $244,221 | |
| 6 | STT |
State Street Corp
|
1,318 | $223,532 | |
| 7 | BUR |
Burford Capital Ltd
|
13,384 | $54,874 |
All Filings in AMP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $342,632 | 771 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $722,761 | 1,474 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||