ADAPT WEALTH ADVISORS, LLC

Position in AMP — Ameriprise Financial Inc

CIK 2013937 ATLANTA, GA

Position in AMP

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$929,684

-$64,725 QoQ

Shares Held

2,092

+3.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.93%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

ADAPT WEALTH ADVISORS, LLC holds $13,112,204 across 17 Asset Management names. AMP ranks #5 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CHW	Calamos Global Dynamic Income Fund	402,639	$2,923,159
2	FSK	FS KKR Capital Corp	214,846	$2,187,132
3	BGX	Blackstone Long-Short Credit Income Fund	191,163	$2,083,676
4	OTF	Blue Owl Technology Finance Corp.	99,902	$1,237,785
5	AMP	Ameriprise Financial Inc This page	2,092	$929,684
6	EAD	Allspring Income Opportunities Fund	120,904	$783,457
7	CION	CION Investment Corp	95,767	$655,046
8	LGI	Lazard Global Total Return & Income Fund Inc	30,152	$485,145

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.