Peterson Wealth Services

Position in AMP — Ameriprise Financial Inc

CIK 1906799 SOUTH OGDEN, UT

Position in AMP

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$5,046

New position

Shares Held

11

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,313

of 1,372 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Peterson Wealth Services holds $9,633,426 across 5 Asset Management names. AMP ranks #3 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RJF	Raymond James Financial Inc	62,013	$9,427,836
2	SEIC	Sei Investments Co	2,217	$194,453
3	AMP	Ameriprise Financial Inc This page	11	$5,046
4	BX	Blackstone Inc.	32	$3,765
5	FDUS	FIDUS INVESTMENT Corp	122	$2,326

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,046	11	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.