EWA
AIF

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

EverSource Wealth 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
2023
Q3 		– Sell
-60
Closed -$761 – 2687
2023
Q2 		$761 Hold
60
– – ﹤0.01% 2282
2023
Q1 		$727 Hold
60
– – ﹤0.01% 2167
2022
Q4 		$727 Hold
60
– – ﹤0.01% 2155
2022
Q3 		$1K Buy
+60
New +$763 ﹤0.01% 1938

Other funds holding AIF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
API
Advisor Partners II Walnut Creek, California $2.49B AUM 30.88% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

EverSource Wealth Advisors's AIF Position: Q3 2023 in Review

EverSource Wealth Advisors sold out of Apollo Tactical Income Fund Inc. (AIF) in Q3 2023, closing a stake of 60 shares — an estimated $761 sold.

EverSource Wealth Advisors first reported a position in AIF in Q3 2022 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 51 funds tracked by Wall St. Rank hold AIF as of Q3 2023.

  • EverSource Wealth Advisors reported no remaining Apollo Tactical Income Fund Inc. position as of Q3 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 60 Apollo Tactical Income Fund Inc. shares in Q3 2023, an estimated $761.
  • EverSource Wealth Advisors first reported a position in Apollo Tactical Income Fund Inc. in Q3 2022 and held it in 4 quarters.
  • EverSource Wealth Advisors's Apollo Tactical Income Fund Inc. position peaked at $1K in Q3 2022.
  • 51 funds tracked by Wall St. Rank held Apollo Tactical Income Fund Inc. as of Q3 2023.

Based on EverSource Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.