Toroso Investments, LLC

CIK

0001600064

City

Massapequa

State / Country

Stock

AXP — AMERICAN EXPRESS CO

Holdings in AXP

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-12-31	$202,470,304	547,291	+187.9%	Shares	Defined	2026-02-13
2025-12-31	$70,327,495	190,100	+34.6%	Shares	Defined	2026-02-13
2025-09-30	$46,900,992	141,200	-69.6%	Shares	Sole	2025-11-14
2025-09-30	$154,096,330	463,922	+59.9%	Shares	Sole	2025-11-14
2025-06-30	$92,557,469	290,167	+35990.4%	Shares	Sole	2025-08-14
2025-06-30	$256,459	804	-99.6%	Shares	Sole	2025-08-14
2025-03-31	$49,839,898	185,244	+11.2%	Shares	Defined	2025-05-14
2024-12-31	$49,459,459	166,648	+275.4%	Shares	Defined	2025-02-14
2024-09-30	$12,038,567	44,390	+58.1%	Shares	Sole	2024-11-25
2024-06-30	$6,499,376	28,069	-3.9%	Shares	Sole	2024-08-14
2024-03-31	$6,652,645	29,218	+62.0%	Shares	Defined	2024-05-16
2023-12-31	$3,378,489	18,034	+7.7%	Shares	Sole	2024-02-15
2023-09-30	$2,498,186	16,745	+10.7%	Shares	Defined	2023-11-15
2023-06-30	$2,635,820	15,131	-16.1%	Shares	Defined	2023-08-14
2023-03-31	$2,974,873	18,035	+75.9%	Shares	Defined	2023-05-23
2022-12-31	$1,514,733	10,252	+28.7%	Shares	Sole	2023-02-15
2022-09-30	$1,074,423	7,964	-71.2%	Shares	Sole	2022-11-23
2022-06-30	$3,836,031	27,673	-11.0%	Shares	Sole	2022-08-15
2022-03-31	$5,815,887	31,101	+168.4%	Shares	Defined	2022-05-20
2021-12-31	$1,895,633	11,587	-7.8%	Shares	Sole	2022-02-16
2021-09-30	$2,104,344	12,561	+54.1%	Shares	Sole	2021-11-15
2021-06-30	$1,346,624	8,150	+35.9%	Shares	Sole	2021-08-13
2021-03-31	$848,357	5,998	+59.8%	Shares	Sole	2021-05-17
2020-12-31	$453,896	3,754	-44.3%	Shares	Sole	2021-02-16
2020-06-30	$641,648	6,740	-5.7%	Shares	Defined	2020-08-17
2020-03-31	$612,025	7,149	—	Shares	Defined	2020-05-08