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

Cetera Advisors’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	$1.61M	Buy	112,547 +90,935	+421%	+$1.33M	0.01%	921
2023 Q4	$302K	Buy	21,612 +100	+0.5%	+$1.31K	﹤0.01%	1420
2023 Q3	$288K	Buy	21,512 +200	+0.9%	+$2.61K	﹤0.01%	1340
2023 Q2	$270K	Sell	21,312 -1,750	-8%	-$21.6K	﹤0.01%	1358
2023 Q1	$280K	Sell	23,062 -200	-0.9%	-$2.51K	﹤0.01%	1322
2022 Q4	$282K	Sell	23,262 -24,262	-51%	-$295K	0.01%	1266
2022 Q3	$1K	Buy	47,524 +23,662	+99%	+$301K	﹤0.01%	1325
2022 Q2	$287K	Buy	23,862 +655	+3%	+$8.66K	0.01%	1067
2022 Q1	$333K	Hold	23,207	–	–	0.01%	1063
2021 Q4	$356K	Buy	23,207 +1,507	+7%	+$23.6K	0.01%	1041
2021 Q3	$343K	Hold	21,700	–	–	0.01%	1040
2021 Q2	$340K	Buy	21,700 +2,800	+15%	+$42.7K	0.01%	999
2021 Q1	$281K	Buy	+18,900	New	+$277K	0.01%	985

Other funds holding AIF

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Advisors's AIF Position: Q1 2024 in Review

Cetera Advisors increased its Apollo Tactical Income Fund Inc. (AIF) stake by 421% in Q1 2024, buying an estimated $1.33M and bringing the position to 112,547 shares worth $1.61M. The position accounts for 0.01% of the portfolio, ranked #921.

Cetera Advisors first reported a position in AIF in Q1 2021 and has held it in 13 quarters since. 45 funds tracked by Wall St. Rank hold AIF as of Q1 2024.

Cetera Advisors held 112,547 shares of Apollo Tactical Income Fund Inc. worth $1.61M as of Q1 2024.
Cetera Advisors bought 90,935 Apollo Tactical Income Fund Inc. shares in Q1 2024, an estimated $1.33M.
Apollo Tactical Income Fund Inc. made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #921 holding.
Cetera Advisors first reported a position in Apollo Tactical Income Fund Inc. in Q1 2021 and has held it in 13 quarters since.
45 funds tracked by Wall St. Rank held Apollo Tactical Income Fund Inc. as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.