SWM
AIF

Spire Wealth Management’s Apollo Tactical Income Fund Inc. AIF Stock Holding History

Spire Wealth Management’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
2022
Q3 		– Sell
-350
Closed -$4K – 2677
2022
Q2 		$4K Buy
+350
New +$4.63K ﹤0.01% 2231

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Spire Wealth Management sold out of Apollo Tactical Income Fund Inc. (AIF) in Q3 2022, closing a stake of 350 shares — an estimated $4K sold.

Spire Wealth Management first reported a position in AIF in Q2 2022 and held it in 1 quarter. The position peaked at $4K in Q2 2022. 49 funds tracked by Wall St. Rank hold AIF as of Q3 2022.

  • Spire Wealth Management reported no remaining Apollo Tactical Income Fund Inc. position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 350 Apollo Tactical Income Fund Inc. shares in Q3 2022, an estimated $4K.
  • Spire Wealth Management first reported a position in Apollo Tactical Income Fund Inc. in Q2 2022 and held it in 1 quarter.
  • Spire Wealth Management's Apollo Tactical Income Fund Inc. position peaked at $4K in Q2 2022.
  • 49 funds tracked by Wall St. Rank held Apollo Tactical Income Fund Inc. as of Q3 2022.

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