LPL Financial
AIF

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

LPL 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
2024
Q3 		– Sell
-175,288
Closed -$2.57M – 5324
2024
Q2 		$2.57M Sell
175,288
-40,525
-19% -$587K ﹤0.01% 2391
2024
Q1 		$3.09M Buy
215,813
+47,287
+28% +$690K ﹤0.01% 2156
2023
Q4 		$2.35M Buy
168,526
+39,714
+31% +$522K ﹤0.01% 2281
2023
Q3 		$1.72M Sell
128,812
-1,219
-0.9% -$15.9K ﹤0.01% 2424
2023
Q2 		$1.65M Sell
130,031
-537
-0.4% -$6.62K ﹤0.01% 2417
2023
Q1 		$1.58M Buy
130,568
+3,256
+3% +$40.8K ﹤0.01% 2350
2022
Q4 		$1.54M Buy
127,312
+26,741
+27% +$325K ﹤0.01% 2287
2022
Q3 		$1.19M Buy
100,571
+35,587
+55% +$453K ﹤0.01% 2398
2022
Q2 		$782K Buy
64,984
+9,485
+17% +$125K ﹤0.01% 2802
2022
Q1 		$797K Buy
55,499
+3,484
+7% +$51.8K ﹤0.01% 2805
2021
Q4 		$797K Buy
52,015
+9,143
+21% +$143K ﹤0.01% 2858
2021
Q3 		$678K Buy
42,872
+9,792
+30% +$153K ﹤0.01% 2940
2021
Q2 		$518K Buy
33,080
+534
+2% +$8.14K ﹤0.01% 3132
2021
Q1 		$484K Sell
32,546
-992
-3% -$14.5K ﹤0.01% 3050
2020
Q4 		$486K Buy
33,538
+1,476
+5% +$19.8K ﹤0.01% 2784
2020
Q3 		$408K Buy
32,062
+522
+2% +$6.59K ﹤0.01% 2645
2020
Q2 		$392K Buy
+31,540
New +$374K ﹤0.01% 2611
2020
Q1 		– Sell
-15,403
Closed -$233K – 3453
2019
Q4 		$233K Sell
15,403
-1,174
-7% -$17.4K ﹤0.01% 2983
2019
Q3 		$251K Buy
16,577
+105
+0.6% +$1.56K ﹤0.01% 2829
2019
Q2 		$243K Sell
16,472
-3,546
-18% -$52.4K ﹤0.01% 2877
2019
Q1 		$294K Buy
20,018
+7,273
+57% +$106K ﹤0.01% 2649
2018
Q4 		$175K Sell
12,745
-1,814
-12% -$26.8K ﹤0.01% 2848
2018
Q3 		$226K Sell
14,559
-13,396
-48% -$208K ﹤0.01% 2900
2018
Q2 		$436K Sell
27,955
-846
-3% -$13.3K ﹤0.01% 2321
2018
Q1 		$452K Buy
28,801
+4,301
+18% +$67.4K ﹤0.01% 2240
2017
Q4 		$386K Sell
24,500
-1,100
-4% -$17.5K ﹤0.01% 2278
2017
Q3 		$415K Buy
+25,600
New +$417K ﹤0.01% 2085
2017
Q2 		– Sell
-13,647
Closed -$225K – 2986
2017
Q1 		$225K Sell
13,647
-100
-0.7% -$1.6K ﹤0.01% 2412
2016
Q4 		$213K Sell
13,747
-2,900
-17% -$44K ﹤0.01% 2439
2016
Q3 		$256K Buy
16,647
+547
+3% +$8.19K ﹤0.01% 2240
2016
Q2 		$231K Sell
16,100
-11,800
-42% -$167K ﹤0.01% 2286
2016
Q1 		$379K Buy
27,900
+2,000
+8% +$26.4K ﹤0.01% 2357
2015
Q4 		$362K Buy
25,900
+7,800
+43% +$112K ﹤0.01% 2403
2015
Q3 		$262K Sell
18,100
-1,050
-5% -$16K ﹤0.01% 2308
2015
Q2 		$305K Hold
19,150
– – ﹤0.01% 2293
2015
Q1 		$313K Sell
19,150
-13,400
-41% -$219K ﹤0.01% 2214
2014
Q4 		$519K Buy
32,550
+9,600
+42% +$162K ﹤0.01% 1745
2014
Q3 		$398K Buy
22,950
+5,500
+32% +$98K ﹤0.01% 1961
2014
Q2 		$320K Buy
17,450
+1,700
+11% +$30.7K ﹤0.01% 2155
2014
Q1 		$281K Buy
15,750
+3,200
+25% +$57.4K ﹤0.01% 2169
2013
Q4 		$226K Buy
+12,550
New +$217K ﹤0.01% 2348

LPL Financial's AIF Position: Q3 2024 in Review

LPL Financial sold out of Apollo Tactical Income Fund Inc. (AIF) in Q3 2024, closing a stake of 175,288 shares — an estimated $2.57M sold.

LPL Financial first reported a position in AIF in Q4 2013 and held it in 41 quarters. The position peaked at $3.09M in Q1 2024. 0 funds tracked by Wall St. Rank hold AIF as of Q3 2024.

  • LPL Financial reported no remaining Apollo Tactical Income Fund Inc. position as of Q3 2024 after selling out during the quarter.
  • LPL Financial sold 175,288 Apollo Tactical Income Fund Inc. shares in Q3 2024, an estimated $2.57M.
  • LPL Financial first reported a position in Apollo Tactical Income Fund Inc. in Q4 2013 and held it in 41 quarters.
  • LPL Financial's Apollo Tactical Income Fund Inc. position peaked at $3.09M in Q1 2024.
  • 0 funds tracked by Wall St. Rank held Apollo Tactical Income Fund Inc. as of Q3 2024.

Based on LPL Financial's 13F filing for Q3 2024, filed 8 Nov 2024.