SWM
AFT

Spire Wealth Management’s Apollo Senior Floating Rate Fund Inc. AFT Stock Holding History

Spire Wealth Management’s Portfolio AFT Stock Details AFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-300
Closed -$4K – 2678
2022
Q2 		$4K Hold
300
– – ﹤0.01% 2232
2022
Q1 		$4K Hold
300
– – ﹤0.01% 2304
2021
Q4 		$5K Hold
300
– – ﹤0.01% 2588
2021
Q3 		$5K Hold
300
– – ﹤0.01% 2305
2021
Q2 		$5K Buy
+300
New +$4.6K ﹤0.01% 2334

Other funds holding AFT

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
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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

Spire Wealth Management's AFT Position: Q3 2022 in Review

Spire Wealth Management sold out of Apollo Senior Floating Rate Fund Inc. (AFT) in Q3 2022, closing a stake of 300 shares — an estimated $4K sold.

Spire Wealth Management first reported a position in AFT in Q2 2021 and held it in 5 quarters. The position peaked at $5K in Q4 2021. 50 funds tracked by Wall St. Rank hold AFT as of Q3 2022.

  • Spire Wealth Management reported no remaining Apollo Senior Floating Rate Fund Inc. position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 300 Apollo Senior Floating Rate Fund Inc. shares in Q3 2022, an estimated $4K.
  • Spire Wealth Management first reported a position in Apollo Senior Floating Rate Fund Inc. in Q2 2021 and held it in 5 quarters.
  • Spire Wealth Management's Apollo Senior Floating Rate Fund Inc. position peaked at $5K in Q4 2021.
  • 50 funds tracked by Wall St. Rank held Apollo Senior Floating Rate Fund Inc. as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.