Apollon Wealth Management’s CrossAmerica Partners CAPL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$367K	Buy	16,372 +109	+0.7%	+$2.37K	﹤0.01%	1161
2026 Q1	$338K	Buy	16,263 +188	+1%	+$4.08K	0.01%	1049
2025 Q4	$331K	Hold	16,075	–	–	0.01%	1017
2025 Q3	$338K	Buy	16,075 +662	+4%	+$13.8K	0.01%	1002
2025 Q2	$322K	Hold	15,413	–	–	0.01%	988
2025 Q1	$379K	Buy	15,413 +84	+0.5%	+$1.93K	0.01%	861
2024 Q4	$337K	Hold	15,329	–	–	0.01%	900
2024 Q3	$318K	Hold	15,329	–	–	0.01%	893
2024 Q2	$304K	Buy	15,329 +175	+1%	+$3.71K	0.01%	860
2024 Q1	$345K	Hold	15,154	–	–	0.01%	823
2023 Q4	$346K	Buy	15,154 +489	+3%	+$10.8K	0.01%	781
2023 Q3	$318K	Buy	14,665 +1,372	+10%	+$27.1K	0.02%	680
2023 Q2	$262K	Buy	13,293 +880	+7%	+$17.6K	0.01%	776
2023 Q1	$267K	Buy	12,413 +689	+6%	+$14.6K	0.02%	714
2022 Q4	$232K	Buy	11,724 +23	+0.2%	+$455	0.02%	743
2022 Q3	$219K	Buy	+11,701	New	+$241K	0.02%	699

Other funds holding CAPL

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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

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

Apollon Wealth Management increased its CrossAmerica Partners (CAPL) stake by 0.67% in Q2 2026, buying an estimated $2.37K and bringing the position to 16,372 shares worth $367K. The position accounts for ﹤0.01% of the portfolio, ranked #1161.

Apollon Wealth Management first reported a position in CAPL in Q3 2022 and has held it in 16 quarters since. The position peaked at $379K in Q1 2025. 60 funds tracked by Wall St. Rank hold CAPL as of Q2 2026.

Apollon Wealth Management held 16,372 shares of CrossAmerica Partners worth $367K as of Q2 2026.
Apollon Wealth Management bought 109 CrossAmerica Partners shares in Q2 2026, an estimated $2.37K.
CrossAmerica Partners made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1161 holding.
Apollon Wealth Management first reported a position in CrossAmerica Partners in Q3 2022 and has held it in 16 quarters since.
Apollon Wealth Management's CrossAmerica Partners position peaked at $379K in Q1 2025.
60 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q2 2026.

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