Apollon Wealth Management, LLC JGH — NUVEEN GLOBAL HIGH INCOME FD

Ownership history in Apollon Wealth Management, LLC  ·  6 quarters on record

AI Ownership Summary

Apollon Wealth Management, LLC reported NUVEEN GLOBAL HIGH INCOME FD (JGH) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. The latest visible filing shows JGH at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JGH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Apollon Wealth Management, LLC's position in NUVEEN GLOBAL HIGH INCOME FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JGH was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JGH stock page Apollon Wealth Management, LLC fund profile Apollon Wealth Management, LLC full holdings
How Apollon Wealth Management, LLC held JGH — position size vs. price
% of Fund (quarterly)    JGH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 14,551 — 0% 0.00% $178K 2026-04-22 $12.64
2025 Q4 ADDED — — — 14,551 +379 +2.7% 0.00% $183K 2026-01-22 $12.44
2025 Q3 ADDED — — — 14,172 +368 +2.7% 0.00% $192K 2025-10-17 $12.17
2025 Q2 ADDED — — — 13,804 +790 +6.1% 0.00% $178K 2025-07-25 $11.96
2025 Q1 UNCHANGED — — — 13,014 — 0% 0.00% $170K 2025-05-02 $11.24
2024 Q4 INITIATED — — — 13,014 — — 0.00% $167K 2025-01-28 $11.48

🏢 Other funds also holding JGH

As of 2026 Q1 — sorted by position size

McGowan Group Asset Management, Inc. 3Y 7Y 5.87% Yakira Capital Management, Inc. 3Y 7Y 1.75% Shaker Financial Services, LLC 3Y 7Y 0.9% SIT INVESTMENT ASSOCIATES INC 3Y 7Y 0.72% Outlook Wealth Advisors, LLC 3Y 7Y 0.27% Logan Stone Capital, LLC 3Y 0.25% Closed-End Fund Advisors, Inc. 0.19% CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 3Y 7Y 0.17% Clarion Wealth Managment Partners, LLC 0.16% Independent Wealth Network Inc. 3Y 0.11%

FAQ About Apollon Wealth Management, LLC and JGH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Apollon Wealth Management, LLC reported owning JGH?

Apollon Wealth Management, LLC reported JGH across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported JGH position in Apollon Wealth Management, LLC's portfolio?

The largest reported portfolio weight for JGH was 0.00% in 2024 Q4.

What is the latest reported JGH position on this page?

The most recent filing on this page is 2026 Q1, when Apollon Wealth Management, LLC reported 14,551 shares, equal to 0.00% of portfolio, with an estimated market value of $178K.

What does the chart on this JGH ownership page compare?

The chart compares Apollon Wealth Management, LLC's quarterly JGH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Apollon Wealth Management, LLC time their JGH position?

Based on 13F filing dates vs. subsequent JGH price moves, Apollon Wealth Management, LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on JGH relative to SPY over the holding period was -6.4%.

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