Apollon Wealth Management, LLC
Position in BWG — BrandywineGLOBAL-Global Income Opportunities Fund Inc
CIK 1764387
MOUNT PLEASANT, SC
Position in BWG
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$241,474
-$22,038 QoQ
Shares Held
31,483
0.0% QoQ
Ownership
0.187%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BWG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Apollon Wealth Management, LLC holds $124,387,560 across 100 Asset Management names. BWG ranks #73 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OBDC |
Blue Owl Capital Corp
|
1,894,992 | $20,958,611 | |
| 2 | ARCC |
Ares Capital Corp
|
1,055,150 | $19,013,803 | |
| 3 | BLK |
BlackRock, Inc.
|
11,989 | $11,529,941 | |
| 4 | BX |
Blackstone Inc.
|
82,398 | $9,474,946 | |
| 5 | DNP |
Dnp Select Income Fund Inc
|
596,296 | $6,141,848 | |
| 6 | CSQ |
Calamos Strategic Total Return Fund
|
281,070 | $4,811,918 | |
| 7 | ARES |
Ares Management Corp
|
24,842 | $2,710,262 | |
| 8 | PHYS |
Sprott Physical Gold Trust
|
69,853 | $2,475,590 |
All Filings in BWG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $241,474 | 31,483 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $263,512 | 31,483 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $247,293 | 28,490 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $232,056 | 27,925 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $222,986 | 26,705 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $213,640 | 26,705 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||