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

Sowell Financial Services’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
2021 Q2	–	Sell	-45	Closed	-$1K	–	2901
2021 Q1	$1K	Sell	45 -6	-12%	-$88	﹤0.01%	3041
2020 Q4	$1K	Hold	51	–	–	﹤0.01%	2647
2020 Q3	$1K	Buy	51 +8	+19%	+$101	﹤0.01%	2460
2020 Q2	$1K	Hold	43	–	–	﹤0.01%	2400
2020 Q1	$0	Buy	43 +11	+34%	+$157	﹤0.01%	2756
2019 Q4	$0	Sell	32 -11	-26%	-$163	﹤0.01%	2699
2019 Q3	$1K	Buy	+43	New	+$640	﹤0.01%	2338

Other funds holding AIF

Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $287M AUM 1.83% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return