Position in APO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$694,006
+$216,349 QoQ
Shares Held
5,866
+36.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#143
of 357 holders
Holding Since
Jun 2025
5 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, 2026Wealth Quarterback LLC holds $2,750,965 across 7 Asset Management names. APO ranks #2 (25.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | THW |
abrdn World Healthcare Fund
|
53,032 | $710,628 | |
| 2 | APO |
Apollo Global Management, Inc.
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|
5,866 | $694,006 | |
| 3 | IIM |
Invesco Value Municipal Income Trust
|
31,067 | $395,482 | |
| 4 | ARCC |
Ares Capital Corp
|
17,774 | $329,352 | |
| 5 | KKR |
KKR & Co. Inc.
|
3,545 | $325,360 | |
| 6 | GUT |
Gabelli Utility Trust
|
40,983 | $270,077 | |
| 7 | MIN |
Aberdeen Intermediate Income Fund
|
10,551 | $26,060 |
All Filings in APO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $694,006 | 5,866 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $477,657 | 4,287 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $592,068 | 4,090 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $513,889 | 3,856 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $544,355 | 3,837 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||