MCC
AIF

Money Concepts Capital’s Apollo Tactical Income Fund Inc. AIF Stock Holding History

Money Concepts Capital’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
-500
Closed -$6.06K – 3080
2022
Q4 		$6.06K Buy
+500
New +$6.08K ﹤0.01% 2259
2022
Q2 		– Sell
-500
Closed -$7K – 2713
2022
Q1 		$7K Buy
+500
New +$7.44K ﹤0.01% 2098

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

Money Concepts Capital's AIF Position: Q1 2023 in Review

Money Concepts Capital sold out of Apollo Tactical Income Fund Inc. (AIF) in Q1 2023, closing a stake of 500 shares — an estimated $6.06K sold.

Money Concepts Capital first reported a position in AIF in Q1 2022 and held it in 2 quarters. The position peaked at $7K in Q1 2022. 59 funds tracked by Wall St. Rank hold AIF as of Q1 2023.

  • Money Concepts Capital reported no remaining Apollo Tactical Income Fund Inc. position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 500 Apollo Tactical Income Fund Inc. shares in Q1 2023, an estimated $6.06K.
  • Money Concepts Capital first reported a position in Apollo Tactical Income Fund Inc. in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Apollo Tactical Income Fund Inc. position peaked at $7K in Q1 2022.
  • 59 funds tracked by Wall St. Rank held Apollo Tactical Income Fund Inc. as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.