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

Independent Financial Group’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
2024 Q3	–	Sell	-38,100	Closed	-$558K	–	1215
2024 Q2	$558K	Hold	38,100	–	–	0.02%	568
2024 Q1	$545K	Buy	+38,100	New	+$556K	0.03%	557

Independent Financial Group's AIF Position: Q3 2024 in Review

Independent Financial Group sold out of Apollo Tactical Income Fund Inc. (AIF) in Q3 2024, closing a stake of 38,100 shares — an estimated $558K sold.

Independent Financial Group first reported a position in AIF in Q1 2024 and held it in 2 quarters. The position peaked at $558K in Q2 2024. 0 funds tracked by Wall St. Rank hold AIF as of Q3 2024.

Independent Financial Group reported no remaining Apollo Tactical Income Fund Inc. position as of Q3 2024 after selling out during the quarter.
Independent Financial Group sold 38,100 Apollo Tactical Income Fund Inc. shares in Q3 2024, an estimated $558K.
Independent Financial Group first reported a position in Apollo Tactical Income Fund Inc. in Q1 2024 and held it in 2 quarters.
Independent Financial Group's Apollo Tactical Income Fund Inc. position peaked at $558K in Q2 2024.
0 funds tracked by Wall St. Rank held Apollo Tactical Income Fund Inc. as of Q3 2024.

Based on Independent Financial Group's 13F filing for Q3 2024, filed 12 Jun 2026.