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Apollon Wealth Management’s Fidus Investment FDUS Stock Holding History

Apollon Wealth Management’s Portfolio FDUS Stock Details FDUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$364K Buy
20,877
+2,481
+13% +$46.3K 0.01% 1013
2025
Q4 		$355K Buy
18,396
+544
+3% +$10.8K 0.01% 987
2025
Q3 		$362K Buy
+17,852
New +$377K 0.01% 969
2023
Q1 		– Sell
-14,815
Closed -$282K – 888
2022
Q4 		$282K Buy
14,815
+1,792
+14% +$34.1K 0.02% 679
2022
Q3 		$224K Buy
+13,023
New +$247K 0.02% 693

Other funds holding FDUS

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

Apollon Wealth Management increased its Fidus Investment (FDUS) stake by 13% in Q1 2026, buying an estimated $46.3K and bringing the position to 20,877 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #1013.

Apollon Wealth Management first reported a position in FDUS in Q3 2022 and has held it in 5 quarters since. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • Apollon Wealth Management held 20,877 shares of Fidus Investment worth $364K as of Q1 2026.
  • Apollon Wealth Management bought 2,481 Fidus Investment shares in Q1 2026, an estimated $46.3K.
  • Fidus Investment made up 0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #1013 holding.
  • Apollon Wealth Management first reported a position in Fidus Investment in Q3 2022 and has held it in 5 quarters since.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

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