SeaCrest Wealth Management, LLC
Position in APO — Apollo Global Management, Inc.
CIK 1728121
PURCHASE, NY
Position in APO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$594,744
+$29,622 QoQ
Shares Held
5,027
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#666
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, 2026SeaCrest Wealth Management, LLC holds $23,369,598 across 59 Asset Management names. APO ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSLV |
Sprott Physical Silver Trust
|
201,835 | $3,808,626 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
49,691 | $1,499,177 | |
| 3 | AIO |
Virtus Artificial Intelligence & Technology Opportunities Fund
|
30,250 | $849,117 | |
| 4 | AOD |
abrdn Total Dynamic Dividend Fund
|
68,907 | $710,431 | |
| 5 | ECAT |
BlackRock ESG Capital Allocation Term Trust
|
40,000 | $628,800 | |
| 6 | FPF |
First Trust Intermediate Duration Preferred & Income Fund
|
32,979 | $599,228 | |
| 7 | APO |
Apollo Global Management, Inc.
This page
|
5,027 | $594,744 | |
| 8 | OPP |
RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.
|
74,142 | $572,376 |
All Filings in APO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $594,744 | 5,027 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $565,122 | 5,072 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $736,104 | 5,085 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $677,677 | 5,085 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $792,343 | 5,585 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $764,809 | 5,585 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,105,581 | 6,694 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $822,532 | 6,585 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $777,490 | 6,585 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $843,375 | 7,500 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $787,082 | 8,446 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $758,651 | 8,452 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $651,963 | 8,488 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $538,375 | 8,524 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $525,119 | 8,232 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $382,462 | 8,225 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $398,554 | 8,221 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||