Apollo Tactical Income Fund Inc.
AIFDelisted Jul 22, 2024- SEC CIK
- 0001526697
Apollo Tactical Income Fund Inc. was delisted on Jul 22, 2024; its insiders filed their last Form 4 on Jul 24, 2024; 47 institutions reported holding it in 13F filings for Q2 2024, worth $47.4M in total; no superinvestor held it.
Q2 2023 vs. Q1 2023
How the institutions holding Apollo Tactical Income Fund Inc. changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Q2 2023 | Change |
|---|---|---|---|
| Holders | 59 | 57 | −2 |
| Shares | 6.32M | 6.28M | −42.4K (−0.7%) |
| Value | $76.6M | $79.7M | +$3.06M (+4.0%) |
New holders (8)
Institutions that held Apollo Tactical Income Fund Inc. at the end of Q2 2023 but not at the end of Q1 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Foundations Investment Advisors, LLC | 200,724 | $2.55M | 0.08% |
| Walled Lake Planning & Wealth Management, LLC | 16,130 | $204.7K | 0.10% |
| CoreCap Advisors, LLC | 11,400 | $144.7K | 0.01% |
| Ironsides Asset Advisors, LLC | 10,653 | $133.9K | 0.06% |
| Janney Montgomery Scott LLC | 10,265 | $130.0K | 0.00% |
| GPS Wealth Strategies Group, LLC | 4,307 | $54.7K | 0.01% |
| CWM, LLC | 84 | $1.00K | 0.00% |
| FMR LLC | 1 | $13 | 0.00% |
Sold out (10)
Institutions that held Apollo Tactical Income Fund Inc. at the end of Q1 2023 and filed for Q2 2023 without it.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Rivernorth Capital Management, LLC | 96,479 | $1.17M |
| Walleye Capital LLC | 25,106 | $304.3K |
| Wolverine Asset Management LLC | 24,766 | $300.2K |
| Landscape Capital Management, L.L.C. | 12,313 | $149.2K |
| Accurate Wealth Management, LLC | 11,616 | $142.8K |
| Ameritas Advisory Services, LLC | 1,500 | $18.2K |
| Advisory Services Network, LLC | 833 | $10.1K |
| BDO Wealth Advisors, LLC | 402 | $4.87K |
| Thomas J. Herzfeld Advisors, Inc. | 213 | $2.59K |
| Fifth Third Bancorp | 73 | $885 |