EVOLUTION WEALTH MANAGEMENT INC.
Position in AMP — Ameriprise Financial Inc
CIK 2010029
FORT MYERS, FL
Position in AMP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$35,324
+$1,106 QoQ
Shares Held
77
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
2 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, 2026EVOLUTION WEALTH MANAGEMENT INC. holds $11,414,933 across 26 Asset Management names. AMP ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
52,156 | $10,696,666 | |
| 2 | BLK |
BlackRock, Inc.
|
170 | $163,465 | |
| 3 | CLM |
Cornerstone Strategic Investment Fund, Inc.
|
14,568 | $110,134 | |
| 4 | DXYZ |
Destiny Tech100 Inc.
|
3,961 | $102,035 | |
| 5 | BX |
Blackstone Inc.
|
618 | $72,720 | |
| 6 | STT |
State Street Corp
|
840 | $45,495 | |
| 7 | BCX |
BlackRock Resources & Commodities Strategy Trust
|
3,644 | $41,213 | |
| 8 | AMP |
Ameriprise Financial Inc
This page
|
77 | $35,324 |
All Filings in AMP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,324 | 77 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $34,218 | 77 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||