AWM
LIEN

Apollon Wealth Management’s Chicago Atlantic BDC LIEN Stock Holding History

Apollon Wealth Management’s Portfolio LIEN Stock Details LIEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$477K Sell
48,809
-7,000
-13% -$67.6K 0.01% 1039
2026
Q1 		$521K Sell
55,809
-22,009
-28% -$224K 0.01% 838
2025
Q4 		$804K Hold
77,818
– – 0.01% 662
2025
Q3 		$817K Sell
77,818
-24,550
-24% -$261K 0.01% 645
2025
Q2 		$1.06M Buy
+102,368
New +$1.06M 0.02% 538

Other funds holding LIEN

ICM
Intrepid Capital Management Jacksonville Beach, Florida $282M AUM 25.63% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $239M AUM
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
BMCM
Black Maple Capital Management Milwaukee, Wisconsin $176M AUM 9.49% 1-Year Est. Return

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

Apollon Wealth Management reduced its Chicago Atlantic BDC (LIEN) stake by 13% in Q2 2026, selling an estimated $67.6K and leaving 48,809 shares worth $477K. The position accounts for 0.01% of the portfolio, ranked #1039.

Apollon Wealth Management first reported a position in LIEN in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.06M in Q2 2025. 48 funds tracked by Wall St. Rank hold LIEN as of Q2 2026.

  • Apollon Wealth Management held 48,809 shares of Chicago Atlantic BDC worth $477K as of Q2 2026.
  • Apollon Wealth Management sold 7,000 Chicago Atlantic BDC shares in Q2 2026, an estimated $67.6K.
  • Chicago Atlantic BDC made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1039 holding.
  • Apollon Wealth Management first reported a position in Chicago Atlantic BDC in Q2 2025 and has held it in 5 quarters since.
  • Apollon Wealth Management's Chicago Atlantic BDC position peaked at $1.06M in Q2 2025.
  • 48 funds tracked by Wall St. Rank held Chicago Atlantic BDC as of Q2 2026.

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