Wealth Alliance Advisory Group, LLC
Position in APO — Apollo Global Management, Inc.
CIK 1735734
Wichita, KS
Position in APO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$273,177
+$16,354 QoQ
Shares Held
2,309
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#841
of 1,165 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Wealth Alliance Advisory Group, LLC holds $12,971,562 across 18 Asset Management names. APO ranks #14 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SEIC |
Sei Investments Co
|
37,504 | $3,289,475 | |
| 2 | NZF |
Nuveen Municipal Credit Income Fund
|
134,881 | $1,710,291 | |
| 3 | VKQ |
Invesco Municipal Trust
|
150,429 | $1,510,307 | |
| 4 | VMO |
Invesco Municipal Opportunity Trust
|
95,961 | $947,135 | |
| 5 | NAD |
Nuveen Quality Municipal Income Fund
|
67,825 | $822,039 | |
| 6 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
46,649 | $694,137 | |
| 7 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
52,929 | $621,386 | |
| 8 | VGM |
Invesco Trust for Investment Grade Municipals
|
44,891 | $475,844 |
All Filings in APO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,177 | 2,309 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $256,823 | 2,305 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $289,954 | 2,003 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $266,540 | 2,000 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $283,740 | 2,000 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $273,880 | 2,000 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $330,320 | 2,000 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $249,820 | 2,000 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $236,140 | 2,000 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $224,900 | 2,000 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||