AWM
AIF

Accurate Wealth Management’s Apollo Tactical Income Fund Inc. AIF Stock Holding History

Accurate Wealth Management’s Portfolio AIF Stock Details AIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-11,616
Closed -$143K – 294
2023
Q1 		$143K Buy
+11,616
New +$146K 0.05% 242

Other funds holding AIF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Accurate Wealth Management's AIF Position: Q2 2023 in Review

Accurate Wealth Management sold out of Apollo Tactical Income Fund Inc. (AIF) in Q2 2023, closing a stake of 11,616 shares — an estimated $143K sold.

Accurate Wealth Management first reported a position in AIF in Q1 2023 and held it in 1 quarter. The position peaked at $143K in Q1 2023. 57 funds tracked by Wall St. Rank hold AIF as of Q2 2023.

  • Accurate Wealth Management reported no remaining Apollo Tactical Income Fund Inc. position as of Q2 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 11,616 Apollo Tactical Income Fund Inc. shares in Q2 2023, an estimated $143K.
  • Accurate Wealth Management first reported a position in Apollo Tactical Income Fund Inc. in Q1 2023 and held it in 1 quarter.
  • Accurate Wealth Management's Apollo Tactical Income Fund Inc. position peaked at $143K in Q1 2023.
  • 57 funds tracked by Wall St. Rank held Apollo Tactical Income Fund Inc. as of Q2 2023.

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