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

Sovereign 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	-10,305	Closed	-$151K	–	295
2024 Q2	$151K	Buy	10,305 +12	+0.1%	+$174	0.04%	275
2024 Q1	$147K	Buy	10,293 +33	+0.3%	+$481	0.04%	282
2023 Q4	$143K	Buy	+10,260	New	+$135K	0.04%	237

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

Sovereign Financial Group sold out of Apollo Tactical Income Fund Inc. (AIF) in Q3 2024, closing a stake of 10,305 shares — an estimated $151K sold.

Sovereign Financial Group first reported a position in AIF in Q4 2023 and held it in 3 quarters. The position peaked at $151K in Q2 2024. 0 funds tracked by Wall St. Rank hold AIF as of Q3 2024.

Sovereign Financial Group reported no remaining Apollo Tactical Income Fund Inc. position as of Q3 2024 after selling out during the quarter.
Sovereign Financial Group sold 10,305 Apollo Tactical Income Fund Inc. shares in Q3 2024, an estimated $151K.
Sovereign Financial Group first reported a position in Apollo Tactical Income Fund Inc. in Q4 2023 and held it in 3 quarters.
Sovereign Financial Group's Apollo Tactical Income Fund Inc. position peaked at $151K in Q2 2024.
0 funds tracked by Wall St. Rank held Apollo Tactical Income Fund Inc. as of Q3 2024.

Based on Sovereign Financial Group's 13F filing for Q3 2024, filed 8 Oct 2024.