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

SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
SHA
Seneca House Advisors Richmond, Virginia $283M AUM 22.4% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
BWP
Bernardo Wealth Planning Harleysville, Pennsylvania $585M AUM 17.72% 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. 13 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.
  • 13 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.