CPC
AIF

Congress Park Capital’s Apollo Tactical Income Fund Inc. AIF Stock Holding History

Congress Park Capital’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
Q2 		– Sell
-12,500
Closed -$179K – 125
2024
Q1 		$179K Sell
12,500
-42,500
-77% -$620K 0.08% 112
2023
Q4 		$768K Sell
55,000
-10,000
-15% -$131K 0.38% 61
2023
Q3 		$869K Sell
65,000
-12,500
-16% -$163K 0.45% 51
2023
Q2 		$983K Buy
77,500
+7,500
+11% +$92.5K 0.49% 47
2023
Q1 		$848K Buy
70,000
+2,500
+4% +$31.4K 0.44% 53
2022
Q4 		$818K Buy
67,500
+17,500
+35% +$213K 0.48% 53
2022
Q3 		$589K Buy
50,000
+21,500
+75% +$273K 0.34% 63
2022
Q2 		$343K Buy
28,500
+13,500
+90% +$179K 0.21% 94
2022
Q1 		$215K Sell
15,000
-245
-2% -$3.65K 0.11% 135
2021
Q4 		$234K Sell
15,245
-44,200
-74% -$693K 0.12% 126
2021
Q3 		$940K Buy
59,445
+5,200
+10% +$81.2K 0.48% 56
2021
Q2 		$849K Sell
54,245
-21,135
-28% -$322K 0.43% 57
2021
Q1 		$1.12M Buy
75,380
+2,380
+3% +$34.8K 0.63% 44
2020
Q4 		$1.06M Sell
73,000
-16,001
-18% -$214K 0.63% 39
2020
Q3 		$1.13M Sell
89,001
-11,597
-12% -$146K 0.7% 38
2020
Q2 		$1.25M Buy
100,598
+50,132
+99% +$595K 0.96% 32
2020
Q1 		$572K Buy
50,466
+3,630
+8% +$51.7K 0.52% 42
2019
Q4 		$707K Sell
46,836
-2,676
-5% -$39.6K 0.52% 44
2019
Q3 		$750K Buy
+49,512
New +$737K 0.63% 37

Other funds holding AIF

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Congress Park Capital's AIF Position: Q2 2024 in Review

Congress Park Capital sold out of Apollo Tactical Income Fund Inc. (AIF) in Q2 2024, closing a stake of 12,500 shares — an estimated $179K sold.

Congress Park Capital first reported a position in AIF in Q3 2019 and held it in 19 quarters. The position peaked at $1.25M in Q2 2020. 47 funds tracked by Wall St. Rank hold AIF as of Q2 2024.

  • Congress Park Capital reported no remaining Apollo Tactical Income Fund Inc. position as of Q2 2024 after selling out during the quarter.
  • Congress Park Capital sold 12,500 Apollo Tactical Income Fund Inc. shares in Q2 2024, an estimated $179K.
  • Congress Park Capital first reported a position in Apollo Tactical Income Fund Inc. in Q3 2019 and held it in 19 quarters.
  • Congress Park Capital's Apollo Tactical Income Fund Inc. position peaked at $1.25M in Q2 2020.
  • 47 funds tracked by Wall St. Rank held Apollo Tactical Income Fund Inc. as of Q2 2024.

Based on Congress Park Capital's 13F filing for Q2 2024, filed 12 Jul 2024.