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 Q2	$250K	Hold	31,483	–	–	﹤0.01%	1377
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 $1.89T AUM 35.08% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

SFS

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Apollon Wealth Management's BWG Position: Q2 2026 in Review

Apollon Wealth Management held its BrandywineGLOBAL Global Income Opportunities Fund (BWG) position steady in Q2 2026 at 31,483 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #1377.

Apollon Wealth Management first reported a position in BWG in Q4 2024 and has held it in 7 quarters since. The position peaked at $264K in Q4 2025. 48 funds tracked by Wall St. Rank hold BWG as of Q2 2026.

Apollon Wealth Management held 31,483 shares of BrandywineGLOBAL Global Income Opportunities Fund worth $250K as of Q2 2026.
Apollon Wealth Management left its BrandywineGLOBAL Global Income Opportunities Fund share count unchanged in Q2 2026.
BrandywineGLOBAL Global Income Opportunities Fund made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1377 holding.
Apollon Wealth Management first reported a position in BrandywineGLOBAL Global Income Opportunities Fund in Q4 2024 and has held it in 7 quarters since.
Apollon Wealth Management's BrandywineGLOBAL Global Income Opportunities Fund position peaked at $264K in Q4 2025.
48 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.