ONE WEALTH CAPITAL MANAGEMENT, LLC

Position in AMP — Ameriprise Financial Inc

CIK 2050308 SCOTTSDALE, AZ

Position in AMP

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$618,867

+$335,340 QoQ

Shares Held

1,349

+111.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#727

of 1,372 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ONE WEALTH CAPITAL MANAGEMENT, LLC holds $3,137,565 across 5 Asset Management names. AMP ranks #4 (19.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPC	Nuveen Preferred & Income Opportunities Fund	101,328	$798,464
2	ARES	Ares Management Corp	7,002	$779,392
3	SEIC	Sei Investments Co	7,189	$630,547
4	AMP	Ameriprise Financial Inc This page	1,349	$618,867
5	BX	Blackstone Inc.	2,637	$310,295

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$618,867	1,349	+111.4%	Shares	Sole	2026-07-24
2026-03-31	$283,527	638	-19.0%	Shares	Sole	2026-05-04
2025-12-31	$386,387	788	+13.9%	Shares	Sole	2026-02-18
2025-09-30	$339,945	692	+5.5%	Shares	Sole	2025-11-12
2025-06-30	$350,126	656	-15.2%	Shares	Sole	2025-08-06
2025-03-31	$374,701	774	+10.7%	Shares	Sole	2025-05-15
2024-12-31	$372,168	699	—	Shares	Sole	2025-01-07
No filing history on record for this holder in this stock.