Stephens Inc’s Apollo Tactical Income Fund Inc. AIF Stock Holding History

Stephens Inc’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	-87,514	Closed	-$1.28M	–	1354
2024 Q2	$1.28M	Buy	87,514 +2,100	+2%	+$30.4K	0.02%	521
2024 Q1	$1.22M	Buy	85,414 +33,514	+65%	+$489K	0.02%	528
2023 Q4	$725K	Buy	51,900 +10,000	+24%	+$131K	0.01%	620
2023 Q3	$560K	Buy	41,900 +1,117	+3%	+$14.6K	0.01%	687
2023 Q2	$518K	Hold	40,783	–	–	0.01%	726
2023 Q1	$494K	Buy	40,783 +30,383	+292%	+$381K	0.01%	720
2022 Q4	$126K	Buy	+10,400	New	+$126K	﹤0.01%	1057

Stephens Inc's AIF Position: Q3 2024 in Review

Stephens Inc sold out of Apollo Tactical Income Fund Inc. (AIF) in Q3 2024, closing a stake of 87,514 shares — an estimated $1.28M sold.

Stephens Inc first reported a position in AIF in Q4 2022 and held it in 7 quarters. The position peaked at $1.28M in Q2 2024. 0 funds tracked by Wall St. Rank hold AIF as of Q3 2024.

Stephens Inc reported no remaining Apollo Tactical Income Fund Inc. position as of Q3 2024 after selling out during the quarter.
Stephens Inc sold 87,514 Apollo Tactical Income Fund Inc. shares in Q3 2024, an estimated $1.28M.
Stephens Inc first reported a position in Apollo Tactical Income Fund Inc. in Q4 2022 and held it in 7 quarters.
Stephens Inc's Apollo Tactical Income Fund Inc. position peaked at $1.28M in Q2 2024.
0 funds tracked by Wall St. Rank held Apollo Tactical Income Fund Inc. as of Q3 2024.

Based on Stephens Inc's 13F filing for Q3 2024, filed 28 Oct 2024.