Apollon Wealth Management’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History

Apollon Wealth Management’s Portfolio BWG Stock Details BWG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$241K	Hold	31,483	–	–	﹤0.01%	1231
2025 Q4	$264K	Buy	31,483 +2,993	+11%	+$25.4K	﹤0.01%	1115
2025 Q3	$247K	Buy	28,490 +565	+2%	+$4.85K	﹤0.01%	1129
2025 Q2	$232K	Buy	27,925 +1,220	+5%	+$9.82K	﹤0.01%	1110
2025 Q1	$223K	Hold	26,705	–	–	﹤0.01%	1065
2024 Q4	$214K	Buy	+26,705	New	+$226K	﹤0.01%	1076

Other funds holding BWG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Apollon Wealth Management's BWG Position: Q1 2026 in Review

Apollon Wealth Management held its BrandywineGLOBAL Global Income Opportunities Fund (BWG) position steady in Q1 2026 at 31,483 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #1231.

Apollon Wealth Management first reported a position in BWG in Q4 2024 and has held it in 6 quarters since. The position peaked at $264K in Q4 2025. 52 funds tracked by Wall St. Rank hold BWG as of Q1 2026.

Apollon Wealth Management held 31,483 shares of BrandywineGLOBAL Global Income Opportunities Fund worth $241K as of Q1 2026.
Apollon Wealth Management left its BrandywineGLOBAL Global Income Opportunities Fund share count unchanged in Q1 2026.
BrandywineGLOBAL Global Income Opportunities Fund made up ﹤0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #1231 holding.
Apollon Wealth Management first reported a position in BrandywineGLOBAL Global Income Opportunities Fund in Q4 2024 and has held it in 6 quarters since.
Apollon Wealth Management's BrandywineGLOBAL Global Income Opportunities Fund position peaked at $264K in Q4 2025.
52 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.