AWM
AIVL icon

Apollon Wealth Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Apollon Wealth Management’s Portfolio AIVL Stock Details AIVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.34M Sell
11,593
-2,583
-18% -$308K 0.02% 492
2025
Q4 		$1.63M Sell
14,176
-162
-1% -$18.5K 0.03% 413
2025
Q3 		$1.64M Sell
14,338
-224
-2% -$25.4K 0.03% 427
2025
Q2 		$1.65M Sell
14,562
-406
-3% -$43.8K 0.03% 408
2025
Q1 		$1.64M Sell
14,968
-255
-2% -$28K 0.04% 371
2024
Q4 		$1.62M Sell
15,223
-12
-0.1% -$1.33K 0.04% 384
2024
Q3 		$1.7M Sell
15,235
-241
-2% -$25.5K 0.05% 346
2024
Q2 		$1.54M Sell
15,476
-95
-0.6% -$9.51K 0.05% 345
2024
Q1 		$1.58M Sell
15,571
-15
-0.1% -$1.46K 0.05% 339
2023
Q4 		$1.49M Buy
15,586
+142
+0.9% +$12.8K 0.05% 330
2023
Q3 		$1.37M Sell
15,444
-34
-0.2% -$3.18K 0.07% 281
2023
Q2 		$1.45M Buy
15,478
+55
+0.4% +$5.01K 0.07% 290
2023
Q1 		$1.41M Sell
15,423
-60
-0.4% -$5.58K 0.09% 239
2022
Q4 		$1.42M Sell
15,483
-50
-0.3% -$4.51K 0.1% 212
2022
Q3 		$1.27M Sell
15,533
-282
-2% -$25.8K 0.1% 207
2022
Q2 		$1.4M Sell
15,815
-325
-2% -$30.8K 0.12% 194
2022
Q1 		$1.6M Sell
16,140
-1,324
-8% -$130K 0.11% 189
2021
Q4 		$1.77M Buy
+17,464
New +$1.7M 0.13% 173

Other funds holding AIVL

JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
NFW
Noble Family Wealth Clearwater, Florida $484M AUM 18.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
FGWP
Founders Grove Wealth Partners Richmond, Virginia $440M AUM 16.56% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $434M AUM 20.24% 1-Year Est. Return