Apollon Wealth Management, LLC
Position in PPT — Putnam Premier Income Trust
CIK 1764387
MOUNT PLEASANT, SC
Position in PPT
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$288,671
+$1,241 QoQ
Shares Held
81,316
+0.1% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PPT 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. PPT ranks #65 (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 PPT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $288,671 | 81,316 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $287,430 | 81,195 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $332,004 | 89,974 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $338,175 | 92,146 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $340,708 | 94,379 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $342,774 | 96,285 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $367,927 | 98,640 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $350,084 | 97,789 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $359,898 | 102,244 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $360,934 | 101,102 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $335,629 | 100,188 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $349,659 | 99,335 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $350,692 | 98,509 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $354,745 | 97,726 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $392,070 | 109,517 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $414,412 | 109,056 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $774,135 | 194,019 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $919,847 | 215,421 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,062,054 | 232,397 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,092,485 | 234,439 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,143,008 | 234,704 | Shares | Sole | 2021-05-17 | |
| 2020-09-30 | $1,066,082 | 239,569 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $525,926 | 110,955 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||