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Apollon Wealth Management, LLC → SMA

Apollon Wealth Management, LLC SMA Position History

SmartStop Self Storage REIT, Inc. • Financial Services

Quarters held
4
Latest value
$739K
Q3 2026
Peak value
$795K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$685K
Q1 2026$670K
Q2 2026$795K
Q3 2026$739K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$739K22.9K——
Q2 2026$795K24.5K——
Q1 2026$670K22.1K——
Q4 2025$685K22.1K——

Other funds holding SMA

Other Apollon Wealth Management, LLC positions

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AAPL

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$271.2M
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$245.7M
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$242.9M