Financial Advocates Investment Management’s Apollo Tactical Income Fund Inc. AIF Stock Holding History

Financial Advocates Investment Management’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
2022 Q1	–	Sell	-12,383	Closed	-$190K	–	834
2021 Q4	$190K	Buy	12,383 +212	+2%	+$3.32K	0.01%	739
2021 Q3	$193K	Buy	12,171 +202	+2%	+$3.15K	0.01%	710
2021 Q2	$187K	Buy	+11,969	New	+$183K	0.01%	705
2020 Q3	–	Sell	-16,133	Closed	-$200K	–	694
2020 Q2	$200K	Buy	+16,133	New	+$192K	0.02%	570

Other funds holding AIF

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

SCM

Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Financial Advocates Investment Management's AIF Position: Q1 2022 in Review

Financial Advocates Investment Management sold out of Apollo Tactical Income Fund Inc. (AIF) in Q1 2022, closing a stake of 12,383 shares — an estimated $190K sold.

Financial Advocates Investment Management first reported a position in AIF in Q2 2020 and held it in 4 quarters. The position peaked at $200K in Q2 2020. 45 funds tracked by Wall St. Rank hold AIF as of Q1 2022.

Financial Advocates Investment Management reported no remaining Apollo Tactical Income Fund Inc. position as of Q1 2022 after selling out during the quarter.
Financial Advocates Investment Management sold 12,383 Apollo Tactical Income Fund Inc. shares in Q1 2022, an estimated $190K.
Financial Advocates Investment Management first reported a position in Apollo Tactical Income Fund Inc. in Q2 2020 and held it in 4 quarters.
Financial Advocates Investment Management's Apollo Tactical Income Fund Inc. position peaked at $200K in Q2 2020.
45 funds tracked by Wall St. Rank held Apollo Tactical Income Fund Inc. as of Q1 2022.

Based on Financial Advocates Investment Management's 13F filing for Q1 2022, filed 11 May 2022.