Apollon Wealth Management, LLC
Position in AMP — Ameriprise Financial Inc
CIK 1764387
MOUNT PLEASANT, SC
Position in AMP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,002,487
+$16,464 QoQ
Shares Held
4,365
-2.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#475
of 1,372 holders
Holding Since
Jun 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Apollon Wealth Management, LLC holds $139,469,342 across 98 Asset Management names. AMP ranks #14 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
1,116,916 | $20,696,453 | |
| 2 | OBDC |
Blue Owl Capital Corp
|
1,754,000 | $19,065,980 | |
| 3 | BLK |
BlackRock, Inc.
|
11,767 | $11,314,676 | |
| 4 | BX |
Blackstone Inc.
|
86,011 | $10,120,914 | |
| 5 | FSK |
FS KKR Capital Corp
|
834,715 | $8,764,507 | |
| 6 | DNP |
Dnp Select Income Fund Inc
|
585,666 | $6,319,336 | |
| 7 | CSQ |
Calamos Strategic Total Return Fund
|
274,887 | $5,651,676 | |
| 8 | BAM |
Brookfield Asset Management Ltd.
|
78,055 | $3,500,766 |
All Filings in AMP
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,002,487 | 4,365 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,986,023 | 4,469 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,980,973 | 4,040 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,139,885 | 4,356 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,359,086 | 4,420 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,209,478 | 4,564 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,193,079 | 4,119 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,890,515 | 4,024 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,923,209 | 4,502 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $2,071,629 | 4,725 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,882,437 | 4,956 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,116,296 | 3,386 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,286,123 | 3,872 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,176,653 | 3,839 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,166,392 | 3,746 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $953,630 | 3,785 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $925,525 | 3,894 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,439,625 | 4,793 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $839,637 | 3,179 | Shares | Sole | 2021-11-15 | |
| 2020-09-30 | $1,036,543 | 6,726 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $48,312 | 322 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||