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

IFP 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 Q1	–	Sell	-633	Closed	-$10K	–	4542
2022 Q4	$10K	Buy	633 +27	+4%	+$328	﹤0.01%	3418
2022 Q3	$9K	Sell	606 -7	-1%	-$89	﹤0.01%	3741
2022 Q2	$9K	Hold	613	–	–	﹤0.01%	3496
2022 Q1	$9K	Buy	+613	New	+$9.12K	﹤0.01%	3496
2017 Q4	–	Sell	-494	Closed	-$8K	–	4150
2017 Q3	$8K	Hold	494	–	–	﹤0.01%	3179
2017 Q2	$8K	Hold	494	–	–	﹤0.01%	3186
2017 Q1	$8K	Hold	494	–	–	﹤0.01%	3072
2016 Q4	$8K	Buy	494 +66	+15%	+$1K	﹤0.01%	3066
2016 Q3	$7K	Hold	428	–	–	﹤0.01%	3087
2016 Q2	$6K	Buy	+428	New	+$6.06K	﹤0.01%	3068

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

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

SFS

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AAM

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

LPL Financial San Diego, California $377B AUM 19.32% 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

IFP Advisors's AIF Position: Q1 2023 in Review

IFP Advisors sold out of Apollo Tactical Income Fund Inc. (AIF) in Q1 2023, closing a stake of 633 shares — an estimated $10K sold.

IFP Advisors first reported a position in AIF in Q2 2016 and held it in 10 quarters. The position peaked at $10K in Q4 2022. 59 funds tracked by Wall St. Rank hold AIF as of Q1 2023.

IFP Advisors reported no remaining Apollo Tactical Income Fund Inc. position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 633 Apollo Tactical Income Fund Inc. shares in Q1 2023, an estimated $10K.
IFP Advisors first reported a position in Apollo Tactical Income Fund Inc. in Q2 2016 and held it in 10 quarters.
IFP Advisors's Apollo Tactical Income Fund Inc. position peaked at $10K in Q4 2022.
59 funds tracked by Wall St. Rank held Apollo Tactical Income Fund Inc. as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.