Position in AMP
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$983,012
+$263,684 QoQ
Shares Held
2,212
+50.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026WealthTrust Asset Management, LLC holds $2,210,567 across 8 Asset Management names. AMP ranks #1 (44.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
This page
|
2,212 | $983,012 | |
| 2 | QQQX |
Nuveen NASDAQ 100 Dynamic Overwrite Fund
|
11,696 | $311,932 | |
| 3 | USA |
Liberty All Star Equity Fund
|
50,851 | $282,223 | |
| 4 | HTD |
John Hancock Tax-Advantaged Dividend Income Fund
|
8,588 | $212,724 | |
| 5 | RIV |
Rivernorth Opportunities Fund, Inc.
|
15,123 | $167,865 | |
| 6 | EVV |
Eaton Vance Ltd Duration Income Fund
|
16,994 | $160,593 | |
| 7 | CMU |
Mfs High Yield Municipal Trust
|
14,229 | $50,939 | |
| 8 | DHY |
Credit Suisse High Yield Credit Fund
|
21,726 | $41,279 |
All Filings in AMP
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $983,012 | 2,212 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $719,328 | 1,467 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $732,945 | 1,492 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $835,287 | 1,565 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $746,497 | 1,542 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $815,682 | 1,532 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||