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John Webber

@Advisors Asset Management, Inc.

Latest period2024 - Q3ReportedManaged Assets$5.445BTotal holdings1460
Assets growth rate6.2%Assets growth rate (2-Q avg)2.38%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Advisors Asset Management, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1460 positions.

Assets under management

The assets under management (AUM) of Advisors Asset Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 5.445B in assets, with a quarterly growth rate of 6.2% and a 2-quarter average growth rate of 2.38%. The portfolio is managed by John Webber, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
STEWSrh Total Return Fund Inc
Recent Activity
Exited
0%
$465,847
32,017 shares@ $14.55 avg price
HTDHancock John Tax-advantaged
Recent Activity
Exited
0%
$433,868
21,468 shares@ $20.21 avg price
BIGZBlackrock Innovation And Grw
Recent Activity
Exited
0%
$417,026
57,680 shares@ $7.23 avg price
THQAbrdn Healthcare Opportuniti
Recent Activity
Exited
0%
$393,538
19,310 shares@ $20.39 avg price
AWKAmerican Wtr Wks Co Inc New
Recent Activity
Exited
0%
$348,732
2,700 shares@ $129.16 avg price
EXCExelon Corp
Recent Activity
Exited
0%
$320,419
9,258 shares@ $34.61 avg price
ALCOAlico Inc
Recent Activity
Exited
0%
$238,398
9,201 shares@ $25.92 avg price
UPBDUpbound Group Inc
Recent Activity
Exited
0%
$238,079
7,755 shares@ $30.71 avg price
MOSMosaic Co New
Recent Activity
Exited
0%
$208,600
7,218 shares@ $28.9 avg price
BBDBanco Bradesco S A
Recent Activity
Exited
0%
$208,206
92,949 shares@ $2.25 avg price