Creative Capital Management Investments LLC
Position in AMP — Ameriprise Financial Inc
CIK 1957363
SAN DIEGO, CA
Position in AMP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$32,571
+$7,685 QoQ
Shares Held
71
+26.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,207
of 1,374 holders
Holding Since
Mar 2023
14 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, 2026Creative Capital Management Investments LLC holds $374,044 across 29 Asset Management names. AMP ranks #3 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
151 | $145,195 | |
| 2 | ETB |
Eaton Vance Tax-Managed Buy-Write Income Fund
|
3,556 | $55,260 | |
| 3 | AMP |
Ameriprise Financial Inc
This page
|
71 | $32,571 | |
| 4 | PFG |
Principal Financial Group Inc
|
283 | $30,501 | |
| 5 | ETJ |
Eaton Vance Risk-Managed Diversified Equity Income Fund
|
3,556 | $29,408 | |
| 6 | RJF |
Raymond James Financial Inc
|
101 | $15,355 | |
| 7 | NUV |
Nuveen Municipal Value Fund Inc
|
921 | $8,491 | |
| 8 | CRBG |
Corebridge Financial, Inc.
|
226 | $6,470 |
All Filings in AMP
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,571 | 71 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $24,886 | 56 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $27,459 | 56 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $27,510 | 56 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $29,888 | 56 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $27,110 | 56 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $29,816 | 56 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $26,309 | 56 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $23,922 | 56 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $24,552 | 56 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $21,270 | 56 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $18,462 | 56 | Shares | Sole | 2024-04-22 | |
| 2023-06-30 | $18,600 | 56 | Shares | Sole | 2024-04-22 | |
| 2023-03-31 | $17,164 | 56 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||