Position in AMP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$255,988
+$37,344 QoQ
Shares Held
558
+13.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#1,003
of 1,372 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026INVESTED ADVISORS holds $2,050,803 across 6 Asset Management names. AMP ranks #5 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWF |
Alliancebernstein Global High Income Fund Inc
|
48,787 | $502,506 | |
| 2 | TYG |
Tortoise Energy Infrastructure Corp
|
10,323 | $442,547 | |
| 3 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
8,955 | $349,692 | |
| 4 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
22,355 | $287,932 | |
| 5 | AMP |
Ameriprise Financial Inc
This page
|
558 | $255,988 | |
| 6 | HTGC |
Hercules Capital, Inc.
|
13,452 | $212,138 |
All Filings in AMP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,988 | 558 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $218,644 | 492 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $233,892 | 477 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||