Stratos Wealth Partners, LTD.
Position in APO — Apollo Global Management, Inc.
CIK 1612865
BEACHWOOD, OH
Position in APO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$924,356
+$28,874 QoQ
Shares Held
7,813
-2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#574
of 1,165 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Stratos Wealth Partners, LTD. holds $133,174,917 across 120 Asset Management names. APO ranks #24 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
|
1,788,705 | $23,271,052 | |
| 2 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
433,686 | $12,004,428 | |
| 3 | CSQ |
Calamos Strategic Total Return Fund
|
527,617 | $10,847,805 | |
| 4 | BX |
Blackstone Inc.
|
64,513 | $7,591,244 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
167,225 | $5,045,178 | |
| 6 | BLK |
BlackRock, Inc.
|
4,406 | $4,236,633 | |
| 7 | ARES |
Ares Management Corp
|
37,069 | $4,126,150 | |
| 8 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
476,950 | $3,758,366 |
All Filings in APO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $924,356 | 7,813 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $895,482 | 8,037 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $852,925 | 5,892 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $816,945 | 6,130 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $877,891 | 6,188 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $942,694 | 6,884 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,144,558 | 6,930 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $831,900 | 6,660 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $780,560 | 6,611 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $762,411 | 6,780 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $640,681 | 6,875 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $617,010 | 6,874 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $438,124 | 5,704 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $341,190 | 5,402 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $412,338 | 6,464 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $290,439 | 6,246 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $359,382 | 7,413 | Shares | Sole | 2022-07-22 | |
| No filing history on record for this holder in this stock. | ||||||