SWRP
AFT

Summit Wealth & Retirement Planning’s Apollo Senior Floating Rate Fund Inc. AFT Stock Holding History

Summit Wealth & Retirement Planning’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
2023
Q2 		– Sell
-74,530
Closed -$941K – 108
2023
Q1 		$941K Buy
74,530
+54,518
+272% +$704K 0.35% 31
2022
Q4 		$247K Buy
+20,012
New +$250K 0.1% 91

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
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Summit Wealth & Retirement Planning's AFT Position: Q2 2023 in Review

Summit Wealth & Retirement Planning sold out of Apollo Senior Floating Rate Fund Inc. (AFT) in Q2 2023, closing a stake of 74,530 shares — an estimated $941K sold.

Summit Wealth & Retirement Planning first reported a position in AFT in Q4 2022 and held it in 2 quarters. The position peaked at $941K in Q1 2023. 49 funds tracked by Wall St. Rank hold AFT as of Q2 2023.

  • Summit Wealth & Retirement Planning reported no remaining Apollo Senior Floating Rate Fund Inc. position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 74,530 Apollo Senior Floating Rate Fund Inc. shares in Q2 2023, an estimated $941K.
  • Summit Wealth & Retirement Planning first reported a position in Apollo Senior Floating Rate Fund Inc. in Q4 2022 and held it in 2 quarters.
  • Summit Wealth & Retirement Planning's Apollo Senior Floating Rate Fund Inc. position peaked at $941K in Q1 2023.
  • 49 funds tracked by Wall St. Rank held Apollo Senior Floating Rate Fund Inc. as of Q2 2023.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2023, filed 26 Jul 2023.