Fortis Capital Advisors, LLC
Position in AMP — Ameriprise Financial Inc
CIK 1959790
PRAIRIE VILLAGE, KS
Position in AMP
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$484,396
New position
Shares Held
1,090
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Mar 31, 2026Fortis Capital Advisors, LLC holds $6,046,207 across 11 Asset Management names. AMP ranks #7 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,050 | $1,009,795 | |
| 2 | BXSL |
Blackstone Secured Lending Fund
|
40,770 | $965,841 | |
| 3 | MAIN |
Main Street Capital CORP
|
15,095 | $799,431 | |
| 4 | RVT |
Royce Small-Cap Trust, Inc.
|
47,796 | $793,413 | |
| 5 | CPZ |
Calamos Long/Short Equity & Dynamic Income Trust
|
41,873 | $568,216 | |
| 6 | BX |
Blackstone Inc.
|
4,815 | $553,676 | |
| 7 | AMP |
Ameriprise Financial Inc
This page
|
1,090 | $484,396 | |
| 8 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
22,414 | $306,399 |
All Filings in AMP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $484,396 | 1,090 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||