Position in APO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$280,749
+$14,679 QoQ
Shares Held
2,373
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#212
of 357 holders
Holding Since
Mar 2024
10 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, 2026Opal Wealth Advisors, LLC holds $13,845,378 across 12 Asset Management names. APO ranks #8 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NCDL |
Nuveen Churchill Direct Lending Corp.
|
634,271 | $7,877,645 | |
| 2 | PSBD |
Palmer Square Capital BDC Inc.
|
159,240 | $1,659,280 | |
| 3 | NFJ |
Virtus Dividend, Interest & Premium Strategy Fund
|
68,075 | $1,034,059 | |
| 4 | RIV |
Rivernorth Opportunities Fund, Inc.
|
68,882 | $803,164 | |
| 5 | MEGI |
NYLI CBRE Global Infrastructure Megatrends Term Fund
|
32,471 | $493,559 | |
| 6 | FFA |
First Trust Enhanced Equity Income Fund
|
20,626 | $461,197 | |
| 7 | DSM |
Bny Mellon Strategic Municipal Bond Fund, Inc.
|
71,035 | $436,865 | |
| 8 | APO |
Apollo Global Management, Inc.
This page
|
2,373 | $280,749 |
All Filings in APO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,749 | 2,373 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $266,070 | 2,388 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $283,440 | 1,958 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $262,275 | 1,968 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $283,030 | 1,995 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $278,262 | 2,032 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $408,275 | 2,472 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $313,149 | 2,507 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $372,038 | 3,151 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $228,835 | 2,035 | Shares | Sole | 2024-04-11 | |
| No filing history on record for this holder in this stock. | ||||||