KIM
APXT

Karpus Investment Management’s Apex Treasury Corp APXT Stock Holding History

Karpus Investment Management’s Portfolio APXT Stock Details APXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.6M Buy
1,253,557
+90,000
+8% +$902K 0.36% 72
2026
Q1 		$11.6M Buy
+1,163,557
New +$11.6M 0.36% 71

Other funds holding APXT

Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
HCM
Highbridge Capital Management New York $4.11B AUM 26.03% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return
LPC
Lineage Point Capital Palm Beach, Florida $487M AUM
LA
Linden Advisors New York $19.3B AUM 1.47% 1-Year Est. Return

Karpus Investment Management's APXT Position: Q2 2026 in Review

Karpus Investment Management increased its Apex Treasury Corp (APXT) stake by 7.7% in Q2 2026, buying an estimated $902K and bringing the position to 1,253,557 shares worth $12.6M. The position accounts for 0.36% of the portfolio, ranked #72.

Karpus Investment Management first reported a position in APXT in Q1 2026 and has held it in 2 quarters since. 62 funds tracked by Wall St. Rank hold APXT as of Q2 2026.

  • Karpus Investment Management held 1,253,557 shares of Apex Treasury Corp worth $12.6M as of Q2 2026.
  • Karpus Investment Management bought 90,000 Apex Treasury Corp shares in Q2 2026, an estimated $902K.
  • Apex Treasury Corp made up 0.36% of Karpus Investment Management's portfolio in Q2 2026, its #72 holding.
  • Karpus Investment Management first reported a position in Apex Treasury Corp in Q1 2026 and has held it in 2 quarters since.
  • 62 funds tracked by Wall St. Rank held Apex Treasury Corp as of Q2 2026.

Based on Karpus Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.