Apollon Wealth Management, LLC

Position in PHK — Pimco High Income Fund

CIK 1764387 MOUNT PLEASANT, SC

Position in PHK

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$802,337

-$71,714 QoQ

Shares Held

173,291

-3.6% QoQ

Ownership

0.093%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Apollon Wealth Management, LLC holds $124,387,560 across 100 Asset Management names. PHK ranks #28 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$802,337	173,291	-3.6%	Shares	Sole	2026-04-22
2025-12-31	$874,051	179,846	+0.2%	Shares	Sole	2026-01-22
2025-09-30	$895,295	179,418	-47.0%	Shares	Sole	2025-10-17
2025-06-30	$1,623,840	338,300	-9.2%	Shares	Sole	2025-07-25
2025-03-31	$1,822,229	372,644	-40.4%	Shares	Sole	2025-05-02
2024-12-31	$3,040,236	625,563	+40.5%	Shares	Sole	2025-01-28
2024-09-30	$2,226,330	445,266	+82.4%	Shares	Sole	2024-11-05
2024-06-30	$1,176,417	244,070	+32.3%	Shares	Sole	2024-07-19
2024-03-31	$911,617	184,538	+11.5%	Shares	Sole	2024-05-02
2023-12-31	$825,984	165,528	-0.6%	Shares	Sole	2024-02-06
2023-09-30	$735,731	166,455	+17.7%	Shares	Sole	2023-11-14
2023-06-30	$707,255	141,451	+119.1%	Shares	Sole	2023-08-04
2023-03-31	$307,989	64,568	—	Shares	Sole	2023-05-16
No filing history on record for this holder in this stock.