아메리프라이즈 파이낸셜, Inc.
MX ˙ BMV ˙ US03076C1062
SecurityMX:AMP / Ameriprise Financial, Inc.
InstitutionStratos Wealth Partners, LTD.
Latest Disclosed Ownership1,207 shares
Latest Disclosed Value $ 536,489
Stratos Wealth Partners, LTD. reports 13.04% decrease in ownership of AMP / Ameriprise Financial, Inc.

On April 28, 2026 - Stratos Wealth Partners, LTD. filed a 13F-HR form disclosing ownership of 1,207 shares of Ameriprise Financial, Inc. (MX:AMP) valued at $536,489 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 1,388 shares of Ameriprise Financial, Inc.. This represents a change in shares of -13.04% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-28 2026-03-31 13F AMERIPRISE FINL COM 03076C106 1,207 -181 -13.04 536 -21.18 0.0061
2026-01-20 2025-12-31 13F AMERIPRISE FINL COM 03076C106 1,388 -961 -40.91 681 -41.07 0.0077
2025-11-06 2025-09-30 13F AMERIPRISE FINL COM 03076C106 2,349 759 47.74 1,154 36.08 0.0136
2025-07-29 2025-06-30 13F AMERIPRISE FINL COM 03076C106 1,590 -184 -10.37 849 -1.28 0.0115
2025-04-30 2025-03-31 13F AMERIPRISE FINL COM 03076C106 1,774 355 25.02 859 13.77 0.0131
2025-01-27 2024-12-31 13F AMERIPRISE FINL COM 03076C106 1,419 191 15.55 756 31.08 0.0107
2024-10-17 2024-09-30 13F AMERIPRISE FINL COM 03076C106 1,228 -299 -19.58 577 -11.66 0.0083
2024-07-24 2024-06-30 13F AMERIPRISE FINL COM 03076C106 1,527 -744 -32.76 653 -34.54 0.0104
2024-04-16 2024-03-31 13F AMERIPRISE FINL COM 03076C106 2,271 95 4.37 996 20.58 0.0165
2024-01-24 2023-12-31 13F AMERIPRISE FINL COM 03076C106 2,176 33 1.54 827 17.00 0.0154
2023-10-24 2023-09-30 13F AMERIPRISE FINL COM 03076C106 2,143 81 3.93 707 3.07 0.0152
2023-07-18 2023-06-30 13F AMERIPRISE FINL COM 03076C106 2,062 109 5.58 685 14.55 0.0155
2023-04-27 2023-03-31 13F AMERIPRISE FINL COM 03076C106 1,953 -104 -5.06 599 -6.56 0.0160
2023-01-19 2022-12-31 13F AMERIPRISE FINL COM 03076C106 2,057 87 4.42 641 28.77 0.0162
2022-10-24 2022-09-30 13F AMERIPRISE FINL COM 03076C106 1,970 417 26.85 497 34.69 0.0139
2022-07-22 2022-06-30 13F AMERIPRISE FINL COM 03076C106 1,553 -19 -1.21 369 -21.82 0.0093
2022-04-26 2022-03-31 13F AMERIPRISE FINL COM 03076C106 1,572 180 12.93 472 12.38 0.0105
2022-01-14 2021-12-31 13F AMERIPRISE FINL COM 03076C106 1,392 86 6.58 420 21.74 0.0093
2021-10-19 2021-09-30 13F AMERIPRISE FINL COM 03076C106 1,306 32 2.51 345 8.83 0.0088
2021-07-19 2021-06-30 13F AMERIPRISE FINL COM 03076C106 1,274 -18 -1.39 317 5.67 0.0079
2021-04-27 2021-03-31 13F AMERIPRISE FINL COM 03076C106 1,292 -55 -4.08 300 14.50 0.0083
2021-01-29 2020-12-31 13F AMERIPRISE FINL COM 03076C106 1,347 -743 -35.55 262 -18.63 0.0078
2020-10-29 2020-09-30 13F AMERIPRISE FINL COM 03076C106 2,090 -9 -0.43 322 2.22 0.0106
2020-07-28 2020-06-30 13F AMERIPRISE FINL COM 03076C106 2,099 25 1.21 315 47.89 0.0112
2020-05-04 2020-03-31 13F AMERIPRISE FINL COM 03076C106 2,074 -419 -16.81 213 -48.67 0.0098
2020-01-29 2019-12-31 13F AMERIPRISE FINL COM 03076C106 2,493 56 2.30 415 15.92 0.0163
2019-11-12 2019-09-30 13F/A-1 AMERIPRISE FINL COM 03076C106 2,437 146 6.37 358 7.83 0.0155
2019-11-12 2019-09-30 13F AMERIPRISE FINL COM 03076C106 24 -2,267 0 13.6278
2019-08-06 2019-06-30 13F AMERIPRISE FINL COM 03076C106 2,291 22 0.97 332 14.09 0.0144
2019-05-07 2019-03-31 13F AMERIPRISE FINL COM 03076C106 2,269 3 0.13 291 22.78 0.0131
2019-02-08 2018-12-31 13F AMERIPRISE FINL COM 03076C106 2,266 -457 -16.78 237 -41.04 0.0122
2018-11-02 2018-09-30 13F AMERIPRISE FINL COM 03076C106 2,723 -249 -8.38 402 -3.37 0.0180
2018-08-13 2018-06-30 13F AMERIPRISE FINL COM 03076C106 2,972 -597 -16.73 416 -21.21 0.0186
2018-05-10 2018-03-31 13F AMERIPRISE FINL COM 03076C106 3,569 428 13.63 528 -0.75 0.0222
2018-02-09 2017-12-31 13F AMERIPRISE FINL COM 03076C106 3,141 -1,019 -24.50 532 -13.92 0.0239
2017-11-07 2017-09-30 13F AMERIPRISE FINL COM 03076C106 4,160 688 19.82 618 39.82 0.0292
2017-07-31 2017-06-30 13F AMERIPRISE FINL COM 03076C106 3,472 17 0.49 442 -1.34 0.0228
2017-05-11 2017-03-31 13F AMERIPRISE FINL COM 03076C106 3,455 58 1.71 448 18.83 0.0253
2017-02-02 2016-12-31 13F AMERIPRISE FINL COM 03076C106 3,397 111 3.38 377 14.94 0.0234
2016-11-01 2016-09-30 13F AMERIPRISE FINL COM 03076C106 3,286 23 0.70 328 11.95 0.0221
2016-08-12 2016-06-30 13F AMERIPRISE FINL COM 03076C106 3,263 45 1.40 293 -3.30 0.0217
2016-05-09 2016-03-31 13F AMERIPRISE FINL COM 03076C106 3,218 176 5.79 303 -6.48 0.0260
2016-02-16 2015-12-31 13F AMERIPRISE FINL COM 03076C106 3,042 814 36.54 324 33.33 0.0270
2015-10-30 2015-09-30 13F AMERIPRISE FINL COM 03076C106 2,228 2,228 0.00 243 0.0305
2015-05-13 2015-03-31 13F AMERIPRISE FINL COM 03076C106 0 -1,214 -100.00 0 -100.00
2015-02-09 2014-12-31 13F AMERIPRISE FINL COM 03076C106 1,214 1,214 0.00 161 0.0257
2014-11-06 2014-09-30 13F AMERIPRISE FINL COM 03076C106 0 -915 -100.00 0 -100.00
2014-07-16 2014-06-30 13F AMERIPRISE FINL COM 03076C106 915 915 246 0.0705
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.