Position in AMP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,012,942
+$29,930 QoQ
Shares Held
2,208
-0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#623
of 1,374 holders
Holding Since
Dec 2024
7 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, 2026WealthTrust Asset Management, LLC holds $2,098,792 across 7 Asset Management names. AMP ranks #1 (48.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
This page
|
2,208 | $1,012,942 | |
| 2 | USA |
Liberty All Star Equity Fund
|
44,510 | $258,603 | |
| 3 | QQQX |
Nuveen NASDAQ 100 Dynamic Overwrite Fund
|
8,461 | $255,014 | |
| 4 | HTD |
John Hancock Tax-Advantaged Dividend Income Fund
|
8,588 | $218,908 | |
| 5 | RIV |
Rivernorth Opportunities Fund, Inc.
|
14,454 | $168,533 | |
| 6 | EVV |
Eaton Vance Ltd Duration Income Fund
|
15,961 | $149,554 | |
| 7 | DHY |
Credit Suisse High Yield Credit Fund
|
19,797 | $35,238 |
All Filings in AMP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,012,942 | 2,208 | Shares | Sole | 2026-07-27 | |
| 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. | ||||||