ASN
AIF

Advisory Services Network’s Apollo Tactical Income Fund Inc. AIF Stock Holding History

Advisory Services Network’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
2024
Q1 		– Sell
-833
Closed -$11.6K – 3836
2023
Q4 		$11.6K Buy
+833
New +$10.9K ﹤0.01% 2793
2023
Q2 		– Sell
-833
Closed -$10.1K – 3839
2023
Q1 		$10.1K Buy
+833
New +$10.4K ﹤0.01% 2868
2021
Q1 		– Sell
-270
Closed -$4K – 3075
2020
Q4 		$4K Hold
270
– – ﹤0.01% 2826
2020
Q3 		$3K Buy
+270
New +$3.41K ﹤0.01% 3029
2020
Q2 		– Sell
-170
Closed -$2K – 2863
2020
Q1 		$2K Sell
170
-127
-43% -$1.81K ﹤0.01% 2806
2019
Q4 		$4K Sell
297
-11,579
-97% -$172K ﹤0.01% 2710
2019
Q3 		$175K Hold
11,876
– – 0.01% 873
2019
Q2 		$175K Sell
11,876
-2
-0% -$30 0.01% 871
2019
Q1 		$174K Sell
11,878
-691
-5% -$10K 0.01% 823
2018
Q4 		$173K Buy
12,569
+2,979
+31% +$44K 0.02% 742
2018
Q3 		$149K Buy
9,590
+1,330
+16% +$20.7K 0.01% 841
2018
Q2 		$128K Hold
8,260
– – 0.01% 861
2018
Q1 		$130K Buy
8,260
+1,000
+14% +$15.7K 0.01% 927
2017
Q4 		$114K Hold
7,260
– – 0.01% 950
2017
Q3 		$118K Buy
7,260
+1,000
+16% +$16.3K 0.01% 808
2017
Q2 		$102K Buy
6,260
+3,860
+161% +$63.4K 0.01% 834
2017
Q1 		$40K Buy
+2,400
New +$38.3K 0.01% 1050

Other funds holding AIF

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Advisory Services Network's AIF Position: Q1 2024 in Review

Advisory Services Network sold out of Apollo Tactical Income Fund Inc. (AIF) in Q1 2024, closing a stake of 833 shares — an estimated $11.6K sold.

Advisory Services Network first reported a position in AIF in Q1 2017 and held it in 17 quarters. The position peaked at $175K in Q3 2019. 45 funds tracked by Wall St. Rank hold AIF as of Q1 2024.

  • Advisory Services Network reported no remaining Apollo Tactical Income Fund Inc. position as of Q1 2024 after selling out during the quarter.
  • Advisory Services Network sold 833 Apollo Tactical Income Fund Inc. shares in Q1 2024, an estimated $11.6K.
  • Advisory Services Network first reported a position in Apollo Tactical Income Fund Inc. in Q1 2017 and held it in 17 quarters.
  • Advisory Services Network's Apollo Tactical Income Fund Inc. position peaked at $175K in Q3 2019.
  • 45 funds tracked by Wall St. Rank held Apollo Tactical Income Fund Inc. as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.