Position in APO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$7,453
+$2,997 QoQ
Shares Held
63
+57.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,077
of 1,165 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, 2026Clark Wealth Partners holds $273,666 across 20 Asset Management names. APO ranks #9 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHI |
Calamos Convertible Opportunities & Income Fund
|
4,300 | $57,792 | |
| 2 | AWP |
abrdn Global Premier Properties Fund
|
4,114 | $48,709 | |
| 3 | VCTR |
Victory Capital Holdings, Inc.
|
468 | $39,340 | |
| 4 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
1,330 | $30,257 | |
| 5 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
1,500 | $14,715 | |
| 6 | TBLD |
Thornburg Income Builder Opportunities Trust
|
660 | $14,566 | |
| 7 | BTX |
BlackRock Technology & Private Equity Term Trust
|
1,340 | $12,100 | |
| 8 | BLK |
BlackRock, Inc.
|
8 | $7,692 |
All Filings in APO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,453 | 63 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,456 | 40 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $9,119 | 63 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $8,396 | 63 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $12,342 | 87 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||