AWM
AFT

Accel Wealth Management’s Apollo Senior Floating Rate Fund Inc. AFT Stock Holding History

Accel Wealth Management’s Portfolio AFT Stock Details AFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,176
Closed -$27.5K – 921
2023
Q1 		$27.5K Buy
2,176
+55
+3% +$710 0.01% 623
2022
Q4 		$26.2K Buy
+2,121
New +$26.5K 0.01% 492

Other funds holding AFT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Accel Wealth Management's AFT Position: Q2 2023 in Review

Accel Wealth Management sold out of Apollo Senior Floating Rate Fund Inc. (AFT) in Q2 2023, closing a stake of 2,176 shares — an estimated $27.5K sold.

Accel Wealth Management first reported a position in AFT in Q4 2022 and held it in 2 quarters. The position peaked at $27.5K in Q1 2023. 49 funds tracked by Wall St. Rank hold AFT as of Q2 2023.

  • Accel Wealth Management reported no remaining Apollo Senior Floating Rate Fund Inc. position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 2,176 Apollo Senior Floating Rate Fund Inc. shares in Q2 2023, an estimated $27.5K.
  • Accel Wealth Management first reported a position in Apollo Senior Floating Rate Fund Inc. in Q4 2022 and held it in 2 quarters.
  • Accel Wealth Management's Apollo Senior Floating Rate Fund Inc. position peaked at $27.5K in Q1 2023.
  • 49 funds tracked by Wall St. Rank held Apollo Senior Floating Rate Fund Inc. as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.