GI
AIF

Gradient Investments’s Apollo Tactical Income Fund Inc. AIF Stock Holding History

Gradient Investments’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
Q4 		– Sell
-351
Closed -$4K – 1682
2022
Q3 		$4K Buy
+351
New +$4.46K ﹤0.01% 1027

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gradient Investments's AIF Position: Q4 2022 in Review

Gradient Investments sold out of Apollo Tactical Income Fund Inc. (AIF) in Q4 2022, closing a stake of 351 shares — an estimated $4K sold.

Gradient Investments first reported a position in AIF in Q3 2022 and held it in 1 quarter. The position peaked at $4K in Q3 2022. 56 funds tracked by Wall St. Rank hold AIF as of Q4 2022.

  • Gradient Investments reported no remaining Apollo Tactical Income Fund Inc. position as of Q4 2022 after selling out during the quarter.
  • Gradient Investments sold 351 Apollo Tactical Income Fund Inc. shares in Q4 2022, an estimated $4K.
  • Gradient Investments first reported a position in Apollo Tactical Income Fund Inc. in Q3 2022 and held it in 1 quarter.
  • Gradient Investments's Apollo Tactical Income Fund Inc. position peaked at $4K in Q3 2022.
  • 56 funds tracked by Wall St. Rank held Apollo Tactical Income Fund Inc. as of Q4 2022.

Based on Gradient Investments's 13F filing for Q4 2022, filed 10 Jan 2023.