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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

AMP holding history

Ameriprise Financial Inc in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AMP overviewAll 13F holders of AMPFull Q2 2026 holdings

Shares (Q2 2026)
33,398
Value
$15.3M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of AMP by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202633,398$15.3M<0.1%−6,145−15.5%ReducedHolders
Q1 202639,543$17.6M<0.1%+6,858+21.0%AddedHolders
Q4 202532,685$16.0M<0.1%+4,751+17.0%AddedHolders
Q3 202527,934$13.7M<0.1%−617−2.2%ReducedHolders
Q2 202528,551$15.2M<0.1%+2,141+8.1%AddedHolders
Q1 202526,410$12.8M<0.1%+2,808+11.9%AddedHolders
Q4 202423,602$12.6M<0.1%+1,031+4.6%AddedHolders
Q3 202422,571$10.6M<0.1%+348+1.6%AddedHolders
Q2 202422,223$9.49M<0.1%+487+2.2%AddedHolders
Q1 202421,736$9.53M<0.1%+1,337+6.6%AddedHolders
Q4 202320,399$7.75M<0.1%+1,649+8.8%AddedHolders
Q3 202318,750$6.18M<0.1%−642−3.3%ReducedHolders
Q2 202319,392$6.44M<0.1%+2,104+12.2%AddedHolders
Q1 202317,288$5.30M<0.1%+1,185+7.4%AddedHolders
Q4 202216,103$5.01M<0.1%+1,384+9.4%AddedHolders
Q3 202214,719$3.71M<0.1%+492+3.5%AddedHolders
Q2 202214,227$3.38M<0.1%+2,100+17.3%AddedHolders
Q1 202212,127$3.64M<0.1%−320−2.6%ReducedHolders
Q4 202112,447$3.75M<0.1%−378−2.9%ReducedHolders
Q3 202112,825$3.39M<0.1%−50−0.4%ReducedHolders
Q2 202112,875$3.20M<0.1%+1,594+14.1%AddedHolders
Q1 202111,281$2.62M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.