PIWA
AIF

Prevail Innovative Wealth Advisors’s Apollo Tactical Income Fund Inc. AIF Stock Holding History

Prevail Innovative Wealth 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
2024
Q1 		– Sell
-16,917
Closed -$236K – 195
2023
Q4 		$236K Buy
+16,917
New +$222K 0.11% 122

Other funds holding AIF

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Prevail Innovative Wealth Advisors's AIF Position: Q1 2024 in Review

Prevail Innovative Wealth Advisors sold out of Apollo Tactical Income Fund Inc. (AIF) in Q1 2024, closing a stake of 16,917 shares — an estimated $236K sold.

Prevail Innovative Wealth Advisors first reported a position in AIF in Q4 2023 and held it in 1 quarter. The position peaked at $236K in Q4 2023. 45 funds tracked by Wall St. Rank hold AIF as of Q1 2024.

  • Prevail Innovative Wealth Advisors reported no remaining Apollo Tactical Income Fund Inc. position as of Q1 2024 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 16,917 Apollo Tactical Income Fund Inc. shares in Q1 2024, an estimated $236K.
  • Prevail Innovative Wealth Advisors first reported a position in Apollo Tactical Income Fund Inc. in Q4 2023 and held it in 1 quarter.
  • Prevail Innovative Wealth Advisors's Apollo Tactical Income Fund Inc. position peaked at $236K in Q4 2023.
  • 45 funds tracked by Wall St. Rank held Apollo Tactical Income Fund Inc. as of Q1 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2024, filed 10 May 2024.