AWM
EHI

Apollon Wealth Management’s Western Asset Global High Income Fund EHI Stock Holding History

Apollon Wealth Management’s Portfolio EHI Stock Details EHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-19,479
Closed -$129K – 1332
2025
Q3 		$129K Buy
19,479
+22
+0.1% +$145 ﹤0.01% 1259
2025
Q2 		$127K Buy
19,457
+22
+0.1% +$141 ﹤0.01% 1209
2025
Q1 		$128K Sell
19,435
-270
-1% -$1.82K ﹤0.01% 1133
2024
Q4 		$132K Buy
+19,705
New +$133K ﹤0.01% 1127
2024
Q3 		– Sell
-11,241
Closed -$79.3K – 1145
2024
Q2 		$79.3K Buy
11,241
+63
+0.6% +$440 ﹤0.01% 1058
2024
Q1 		$78.2K Buy
11,178
+58
+0.5% +$414 ﹤0.01% 1072
2023
Q4 		$80.4K Sell
11,120
-546
-5% -$3.63K ﹤0.01% 1044
2023
Q3 		$77.7K Buy
+11,666
New +$83.8K ﹤0.01% 877

Other funds holding EHI

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Apollon Wealth Management's EHI Position: Q4 2025 in Review

Apollon Wealth Management sold out of Western Asset Global High Income Fund (EHI) in Q4 2025, closing a stake of 19,479 shares — an estimated $129K sold.

Apollon Wealth Management first reported a position in EHI in Q3 2023 and held it in 8 quarters. The position peaked at $132K in Q4 2024. 52 funds tracked by Wall St. Rank hold EHI as of Q4 2025.

  • Apollon Wealth Management reported no remaining Western Asset Global High Income Fund position as of Q4 2025 after selling out during the quarter.
  • Apollon Wealth Management sold 19,479 Western Asset Global High Income Fund shares in Q4 2025, an estimated $129K.
  • Apollon Wealth Management first reported a position in Western Asset Global High Income Fund in Q3 2023 and held it in 8 quarters.
  • Apollon Wealth Management's Western Asset Global High Income Fund position peaked at $132K in Q4 2024.
  • 52 funds tracked by Wall St. Rank held Western Asset Global High Income Fund as of Q4 2025.

Based on Apollon Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.