Apollon Wealth Management, LLC
Position in CHI — Calamos Convertible Opportunities & Income Fund
CIK 1764387
MOUNT PLEASANT, SC
Position in CHI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$496,298
+$89,639 QoQ
Shares Held
36,927
-2.5% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#12
of 49 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CHI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Apollon Wealth Management, LLC holds $139,469,342 across 98 Asset Management names. CHI ranks #45 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
1,116,916 | $20,696,453 | |
| 2 | OBDC |
Blue Owl Capital Corp
|
1,754,000 | $19,065,980 | |
| 3 | BLK |
BlackRock, Inc.
|
11,767 | $11,314,676 | |
| 4 | BX |
Blackstone Inc.
|
86,011 | $10,120,914 | |
| 5 | FSK |
FS KKR Capital Corp
|
834,715 | $8,764,507 | |
| 6 | DNP |
Dnp Select Income Fund Inc
|
585,666 | $6,319,336 | |
| 7 | CSQ |
Calamos Strategic Total Return Fund
|
274,887 | $5,651,676 | |
| 8 | BAM |
Brookfield Asset Management Ltd.
|
78,055 | $3,500,766 |
All Filings in CHI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $496,298 | 36,927 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $406,659 | 37,864 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,182,772 | 112,860 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,609,123 | 149,131 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,016,273 | 191,661 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,298,732 | 239,701 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,983,841 | 249,903 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,856,665 | 245,418 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,881,214 | 247,527 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $2,784,007 | 245,287 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $2,372,067 | 228,964 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,123,746 | 201,494 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,206,859 | 197,041 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,054,913 | 195,334 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $2,009,596 | 191,208 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,934,685 | 200,278 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,158,622 | 201,364 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,729,846 | 206,650 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,144,950 | 208,137 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||