Powell Investment Advisors, LLC
Position in APO — Apollo Global Management, Inc.
CIK 1802195
MIAMI, FL
Position in APO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$342,744
+$19,961 QoQ
Shares Held
2,897
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#787
of 1,165 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Powell Investment Advisors, LLC holds $3,401,437 across 11 Asset Management names. APO ranks #4 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
6,800 | $800,156 | |
| 2 | BLK |
BlackRock, Inc.
|
708 | $680,784 | |
| 3 | FTF |
Franklin Ltd Duration Income Trust
|
60,337 | $349,351 | |
| 4 | APO |
Apollo Global Management, Inc.
This page
|
2,897 | $342,744 | |
| 5 | BN |
BROOKFIELD Corp /ON/
|
6,551 | $279,007 | |
| 6 | HTD |
John Hancock Tax-Advantaged Dividend Income Fund
|
10,100 | $257,449 | |
| 7 | OPP |
RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.
|
27,636 | $213,349 | |
| 8 | NZF |
Nuveen Municipal Credit Income Fund
|
13,474 | $170,850 |
All Filings in APO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342,744 | 2,897 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $322,783 | 2,897 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $392,444 | 2,711 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $361,294 | 2,711 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $384,609 | 2,711 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $382,199 | 2,791 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $460,961 | 2,791 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $348,623 | 2,791 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $329,533 | 2,791 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $313,847 | 2,791 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $260,093 | 2,791 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $250,520 | 2,791 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $214,376 | 2,791 | Shares | Sole | 2023-08-03 | |
| No filing history on record for this holder in this stock. | ||||||