Cetera Advisor Networks’s Apollo Tactical Income Fund Inc. AIF Stock Holding History

Cetera Advisor Networks’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 Q4	–	Sell	-10,341	Closed	-$138K	–	2891
2023 Q3	$138K	Buy	10,341 +193	+2%	+$2.51K	﹤0.01%	2515
2023 Q2	$129K	Buy	10,148 +41	+0.4%	+$505	﹤0.01%	2432
2023 Q1	$122K	Sell	10,107 -195	-2%	-$2.44K	﹤0.01%	2413
2022 Q4	$125K	Buy	+10,302	New	+$125K	﹤0.01%	2352

Other funds holding AIF

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Cetera Advisor Networks's AIF Position: Q4 2023 in Review

Cetera Advisor Networks sold out of Apollo Tactical Income Fund Inc. (AIF) in Q4 2023, closing a stake of 10,341 shares — an estimated $138K sold.

Cetera Advisor Networks first reported a position in AIF in Q4 2022 and held it in 4 quarters. The position peaked at $138K in Q3 2023. 49 funds tracked by Wall St. Rank hold AIF as of Q4 2023.

Cetera Advisor Networks reported no remaining Apollo Tactical Income Fund Inc. position as of Q4 2023 after selling out during the quarter.
Cetera Advisor Networks sold 10,341 Apollo Tactical Income Fund Inc. shares in Q4 2023, an estimated $138K.
Cetera Advisor Networks first reported a position in Apollo Tactical Income Fund Inc. in Q4 2022 and held it in 4 quarters.
Cetera Advisor Networks's Apollo Tactical Income Fund Inc. position peaked at $138K in Q3 2023.
49 funds tracked by Wall St. Rank held Apollo Tactical Income Fund Inc. as of Q4 2023.

Based on Cetera Advisor Networks's 13F filing for Q4 2023, filed 13 Feb 2024.