KIM
APXTU

Karpus Investment Management’s Apex Treasury Corp Units APXTU Stock Holding History

Karpus Investment Management’s Portfolio APXTU Stock Details APXTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$454K Sell
44,051
-2,149
-5% -$21.8K 0.01% 217
2026
Q1 		$466K Sell
46,200
-3,475
-7% -$35.1K 0.01% 212
2025
Q4 		$497K Buy
+49,675
New +$501K 0.02% 196

Other funds holding APXTU

LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return
HIM
HGC Investment Management Toronto, Ontario, Canada $507M AUM 6.15% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $2.93B AUM 18.57% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Karpus Investment Management reduced its Apex Treasury Corp Units (APXTU) stake by 4.7% in Q2 2026, selling an estimated $21.8K and leaving 44,051 shares worth $454K. The position accounts for 0.01% of the portfolio, ranked #217.

Karpus Investment Management first reported a position in APXTU in Q4 2025 and has held it in 3 quarters since. The position peaked at $497K in Q4 2025. 17 funds tracked by Wall St. Rank hold APXTU as of Q2 2026.

  • Karpus Investment Management held 44,051 shares of Apex Treasury Corp Units worth $454K as of Q2 2026.
  • Karpus Investment Management sold 2,149 Apex Treasury Corp Units shares in Q2 2026, an estimated $21.8K.
  • Apex Treasury Corp Units made up 0.01% of Karpus Investment Management's portfolio in Q2 2026, its #217 holding.
  • Karpus Investment Management first reported a position in Apex Treasury Corp Units in Q4 2025 and has held it in 3 quarters since.
  • Karpus Investment Management's Apex Treasury Corp Units position peaked at $497K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held Apex Treasury Corp Units as of Q2 2026.

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