# APOLLO TACTICAL INCOME FD IN (AIF)

> Institutional ownership reported to the SEC as of Q2 2024, from Form 13F filings. Source: https://holderbook.com/stocks/AIF/

- Reporting holders: 46
- Reported value: $46.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Pathstone Holdings, LLC](https://holderbook.com/funds/2011612-pathstone-holdings-llc/) | $9.1M | 621,557 | 0.0% | 3 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $4.8M | 324,609 | 0.0% | 23 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $4.7M | 320,189 | 0.0% | 27 |
| [Foundations Investment Advisors, LLC](https://holderbook.com/funds/1743404-foundations-investment-advisors-llc/) | $4.1M | 282,552 | 0.1% | 5 |
| [GUGGENHEIM CAPITAL LLC](https://holderbook.com/funds/1283072-guggenheim-capital-llc/) | $3.5M | 240,525 | 0.0% | 23 |
| [Invesco Ltd.](https://holderbook.com/funds/914208-invesco-ltd/) | $3.2M | 217,662 | 0.0% | 9 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $2.6M | 175,288 | 0.0% | 17 |
| [BANK OF AMERICA CORP /DE/](https://holderbook.com/funds/70858-bank-of-america-corp-de/) | $2.0M | 134,109 | 0.0% | 23 |
| [Royal Bank of Canada](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $1.8M | 122,205 | 0.0% | 23 |
| [Cetera Investment Advisers](https://holderbook.com/funds/1666741-cetera-investment-advisers/) | $1.8M | 121,518 | 0.0% | 2 |
| [STEPHENS INC /AR/](https://holderbook.com/funds/757657-stephens-inc-ar/) | $1.3M | 87,514 | 0.0% | 7 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://holderbook.com/funds/312272-commonwealth-equity-services-llc/) | $773.0K | 52,810 | 0.0% | 2 |
| [Capital Investment Advisors, LLC](https://holderbook.com/funds/1582732-capital-investment-advisors-llc/) | $770.6K | 52,640 | 0.0% | 23 |
| [NOTTINGHAM ADVISORS, INC.](https://holderbook.com/funds/1093276-nottingham-advisors-inc/) | $454.1K | 31,021 | 0.1% | 6 |
| [Kestra Advisory Services, LLC](https://holderbook.com/funds/1830819-kestra-advisory-services-llc/) | $443.1K | 30,265 | 0.0% | 16 |
| [RAYMOND JAMES & ASSOCIATES](https://holderbook.com/funds/1084208-raymond-james-associates/) | $425.5K | 29,067 | 0.0% | 23 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $410.2K | 28,018 | 0.0% | 18 |
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $377.1K | 25,759 | 0.0% | 16 |
| [PRINCIPAL SECURITIES, INC.](https://holderbook.com/funds/12600-principal-securities-inc/) | $374.4K | 25,575 | 0.0% | 3 |
| [WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1812177-walled-lake-planning-wealth-management-llc/) | $345.4K | 23,590 | 0.1% | 5 |
| [Tyche Wealth Partners LLC](https://holderbook.com/funds/2004818-tyche-wealth-partners-llc/) | $329.2K | 22,487 | 0.1% | 1 |
| [Capital Market Strategies LLC](https://holderbook.com/funds/1810158-capital-market-strategies-llc/) | $315.7K | 21,563 | 0.2% | 3 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $314.1K | 21,453 | 0.0% | 23 |
| [REGIONS FINANCIAL CORP](https://holderbook.com/funds/1281761-regions-financial-corp/) | $292.8K | 20,000 | 0.0% | 2 |
| [Ausdal Financial Partners, Inc.](https://holderbook.com/funds/1667146-ausdal-financial-partners-inc/) | $281.5K | 19,226 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2024 | 46 | $46.9M |
| Q1 2024 | 43 | $61.7M |
| Q4 2023 | 49 | $68.0M |
| Q3 2023 | 51 | $71.0M |
| Q2 2023 | 57 | $79.7M |
| Q1 2023 | 59 | $76.6M |
| Q4 2022 | 55 | $82.8M |
| Q3 2022 | 48 | $80.7M |
| Q2 2022 | 49 | $78.8M |
| Q1 2022 | 45 | $91.6M |
| Q4 2021 | 44 | $93.9M |
| Q3 2021 | 41 | $103.5M |