AWS
AIF

Atria Wealth Solutions’s Apollo Tactical Income Fund Inc. AIF Stock Holding History

Atria Wealth Solutions’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
-26,000
Closed -$363K – 2082
2023
Q4 		$363K Hold
26,000
– – ﹤0.01% 1370
2023
Q3 		$348K Sell
26,000
-200
-0.8% -$2.61K ﹤0.01% 1321
2023
Q2 		$332K Sell
26,200
-100
-0.4% -$1.23K ﹤0.01% 1373
2023
Q1 		$319K Hold
26,300
– – ﹤0.01% 1378
2022
Q4 		$319K Hold
26,300
– – 0.01% 1325
2022
Q3 		$310K Buy
+26,300
New +$334K 0.01% 1280

Other funds holding AIF

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Atria Wealth Solutions's AIF Position: Q1 2024 in Review

Atria Wealth Solutions sold out of Apollo Tactical Income Fund Inc. (AIF) in Q1 2024, closing a stake of 26,000 shares — an estimated $363K sold.

Atria Wealth Solutions first reported a position in AIF in Q3 2022 and held it in 6 quarters. The position peaked at $363K in Q4 2023. 45 funds tracked by Wall St. Rank hold AIF as of Q1 2024.

  • Atria Wealth Solutions reported no remaining Apollo Tactical Income Fund Inc. position as of Q1 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 26,000 Apollo Tactical Income Fund Inc. shares in Q1 2024, an estimated $363K.
  • Atria Wealth Solutions first reported a position in Apollo Tactical Income Fund Inc. in Q3 2022 and held it in 6 quarters.
  • Atria Wealth Solutions's Apollo Tactical Income Fund Inc. position peaked at $363K in Q4 2023.
  • 45 funds tracked by Wall St. Rank held Apollo Tactical Income Fund Inc. as of Q1 2024.

Based on Atria Wealth Solutions's 13F filing for Q1 2024, filed 13 May 2024.