ADAPT WEALTH ADVISORS, LLC

Position in AMP — Ameriprise Financial Inc

CIK 2013937 ATLANTA, GA

Position in AMP

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$930,365

+$681 QoQ

Shares Held

2,028

-3.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.91%

of 13F equity value

Holder Rank

#633

of 1,374 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ADAPT WEALTH ADVISORS, LLC holds $13,106,033 across 13 Asset Management names. AMP ranks #5 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CHW	Calamos Global Dynamic Income Fund	394,418	$3,514,264
2	FSK	FS KKR Capital Corp	226,681	$2,380,150
3	BGX	Blackstone Long-Short Credit Income Fund	196,950	$2,142,816
4	OTF	Blue Owl Technology Finance Corp.	144,325	$1,493,763
5	AMP	Ameriprise Financial Inc This page	2,028	$930,365
6	EAD	Allspring Income Opportunities Fund	109,947	$714,655
7	ETG	Eaton Vance Tax-Advantaged Global Dividend Income Fund	26,543	$624,822
8	CION	CION Investment Corp	92,197	$574,387

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$930,365	2,028	-3.1%	Shares	Sole	2026-08-12
2026-03-31	$929,684	2,092	+3.2%	Shares	Sole	2026-05-11
2025-12-31	$994,409	2,028	-0.8%	Shares	Sole	2026-02-10
2025-09-30	$1,004,606	2,045	0.0%	Shares	Sole	2025-11-10
2025-06-30	$1,091,477	2,045	+2.5%	Shares	Sole	2025-08-08
2025-03-31	$965,799	1,995	0.0%	Shares	Sole	2025-04-30
2024-12-31	$1,062,197	1,995	+3.1%	Shares	Sole	2025-02-14
2024-09-30	$909,082	1,935	0.0%	Shares	Sole	2024-11-12
2024-06-30	$826,612	1,935	0.0%	Shares	Sole	2024-08-06
2024-03-31	$848,381	1,935	—	Shares	Sole	2024-05-02
No filing history on record for this holder in this stock.