Position in APO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$238,039
+$25,116 QoQ
Shares Held
2,012
+5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#880
of 1,165 holders
Holding Since
Jun 2024
9 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, 2026MONECO ADVISORS, LLC holds $13,154,690 across 14 Asset Management names. APO ranks #11 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
198,750 | $3,704,700 | |
| 2 | ARCC |
Ares Capital Corp
|
114,350 | $2,118,905 | |
| 3 | KKR |
KKR & Co. Inc.
|
19,735 | $1,811,278 | |
| 4 | QQQX |
Nuveen NASDAQ 100 Dynamic Overwrite Fund
|
59,742 | $1,800,623 | |
| 5 | BX |
Blackstone Inc.
|
8,424 | $991,252 | |
| 6 | BCX |
BlackRock Resources & Commodities Strategy Trust
|
50,129 | $566,958 | |
| 7 | BLK |
BlackRock, Inc.
|
560 | $538,473 | |
| 8 | FSK |
FS KKR Capital Corp
|
32,114 | $337,197 |
All Filings in APO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,039 | 2,012 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $212,923 | 1,911 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $278,228 | 1,922 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $257,477 | 1,932 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $260,615 | 1,837 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $271,141 | 1,980 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $326,191 | 1,975 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $229,584 | 1,838 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $216,894 | 1,837 | Shares | Sole | 2024-07-19 | |
| No filing history on record for this holder in this stock. | ||||||