GUARDIAN WEALTH ADVISORS, LLC / NC
Position in AMP — Ameriprise Financial Inc
CIK 1901403
RALEIGH, NC
Position in AMP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$222,498
+$6,964 QoQ
Shares Held
485
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,059
of 1,374 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026GUARDIAN WEALTH ADVISORS, LLC / NC holds $15,840,403 across 11 Asset Management names. AMP ranks #8 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
|
449,196 | $5,844,039 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
99,431 | $2,999,833 | |
| 3 | PSLV |
Sprott Physical Silver Trust
|
123,593 | $2,332,199 | |
| 4 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
159,918 | $2,325,207 | |
| 5 | BLK |
BlackRock, Inc.
|
903 | $868,288 | |
| 6 | CSQ |
Calamos Strategic Total Return Fund
|
22,822 | $469,220 | |
| 7 | CEF |
Sprott Physical Gold & Silver Trust
|
8,474 | $340,909 | |
| 8 | AMP |
Ameriprise Financial Inc
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|
485 | $222,498 |
All Filings in AMP
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,498 | 485 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $215,534 | 485 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $234,872 | 479 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $236,782 | 482 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $257,257 | 482 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $246,411 | 509 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $258,228 | 485 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $224,099 | 477 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $206,332 | 483 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $212,643 | 485 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||