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

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FIA
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Invesco
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GC
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Bank of America
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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