Foresight Wealth Management’s Apollo Senior Floating Rate Fund Inc. AFT Stock Holding History

Foresight Wealth Management’s Portfolio AFT Stock Details AFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-30,422	Closed	-$490K	–	137
2021 Q4	$490K	Buy	30,422 +4,500	+17%	+$72.5K	0.01%	78
2021 Q3	$410K	Buy	25,922 +7,070	+38%	+$111K	0.08%	81
2021 Q2	$297K	Buy	+18,852	New	+$289K	0.07%	96

Other funds holding AFT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return

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