FourThought Financial’s Apollo Tactical Income Fund Inc. AIF Stock Holding History

FourThought Financial’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 Q3	$364K	Buy	30,903 +4,735	+18%	+$60.2K	0.05%	222
2022 Q2	$315K	Sell	26,168 -4,964	-16%	-$65.7K	0.05%	255
2022 Q1	$447K	Sell	31,132 -1,906	-6%	-$28.4K	0.06%	215
2021 Q4	$506K	Sell	33,038 -39	-0.1%	-$611	0.06%	203
2021 Q3	$523K	Sell	33,077 -341	-1%	-$5.33K	0.07%	195
2021 Q2	$523K	Sell	33,418 -4,600	-12%	-$70.1K	0.07%	203
2021 Q1	$565K	Buy	38,018 +8,522	+29%	+$125K	0.08%	191
2020 Q4	$427K	Buy	+29,496	New	+$395K	0.07%	223

Other funds holding AIF

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

SFS

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

AAM

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

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

FourThought Financial's AIF Position: Q3 2022 in Review

FourThought Financial increased its Apollo Tactical Income Fund Inc. (AIF) stake by 18% in Q3 2022, buying an estimated $60.2K and bringing the position to 30,903 shares worth $364K. The position accounts for 0.05% of the portfolio, ranked #222.

FourThought Financial first reported a position in AIF in Q4 2020 and has held it in 8 quarters since. The position peaked at $565K in Q1 2021. 49 funds tracked by Wall St. Rank hold AIF as of Q3 2022.

FourThought Financial held 30,903 shares of Apollo Tactical Income Fund Inc. worth $364K as of Q3 2022.
FourThought Financial bought 4,735 Apollo Tactical Income Fund Inc. shares in Q3 2022, an estimated $60.2K.
Apollo Tactical Income Fund Inc. made up 0.05% of FourThought Financial's portfolio in Q3 2022, its #222 holding.
FourThought Financial first reported a position in Apollo Tactical Income Fund Inc. in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Apollo Tactical Income Fund Inc. position peaked at $565K in Q1 2021.
49 funds tracked by Wall St. Rank held Apollo Tactical Income Fund Inc. as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.