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Apollo Tactical Income FD in

CUSIP: 037638103 | 199 institutional holders

Quarters

Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q2 2024

Pathstone Holdings, LLC621,557
0.0% of portfolio›$9.1M
Wells Fargo & Company324,609
0.0% of portfolio›$4.8M
Morgan Stanley320,189
0.0% of portfolio›$4.7M
Foundations Investment Advisors, LLC282,552
0.1% of portfolio›$4.1M
Guggenheim Capital LLC240,525
0.0% of portfolio›$3.5M
Invesco Ltd.217,662
0.0% of portfolio›$3.2M
LPL Financial LLC175,288
0.0% of portfolio›$2.6M
Bank of America Corp134,109
0.0% of portfolio›$2.0M
Royal Bank of Canada122,205
0.0% of portfolio›$1.8M
Cetera Investment Advisers121,518
0.0% of portfolio›$1.8M
Stephens Inc87,514
0.0% of portfolio›$1.3M
Commonwealth Equity Services, LLC52,810
0.0% of portfolio›$773
Capital Investment Advisors, LLC52,640
0.0% of portfolio›$770.7K
Independent Financial Group, LLC38,100
0.0% of portfolio›$557.8K
Nottingham Advisors, Inc.31,021
0.1% of portfolio›$454.1K
Kestra Advisory Services, LLC30,265
0.0% of portfolio›$443.1K
Raymond James & Associates29,067
0.0% of portfolio›$425.5K
Osaic Holdings, Inc.28,018
0.0% of portfolio›$410.2K
Envestnet Asset Management Inc25,759
0.0% of portfolio›$377.1K
Principal Securities, Inc.25,575
0.0% of portfolio›$374.4K
Walled Lake Planning & Wealth Management, LLC23,590
0.1% of portfolio›$345.4K
Tyche Wealth Partners LLC22,487
0.1% of portfolio›$329.2K
Capital Market Strategies LLC21,563
0.2% of portfolio›$315.7K
UBS Group AG21,453
0.0% of portfolio›$314.1K
Regions Financial Corp20,000
0.0% of portfolio›$292.8K
Ausdal Financial Partners, Inc.19,226
0.0% of portfolio›$281.5K
Stifel Financial Corp18,388
0.0% of portfolio›$269.2K
Alpine Global Management, LLC17,000
0.0% of portfolio›$248.9K
Virtu Financial LLC13,968
0.0% of portfolio›$204
Redmont Wealth Advisors LLC13,828
0.3% of portfolio›$202.4K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors13,768
0.0% of portfolio›$201.6K
Sanctuary Advisors, LLC12,743
0.0% of portfolio›$181.2K
PFG Investments, LLC10,481
0.0% of portfolio›$153.4K
Susquehanna International Group, LLP10,347
0.0% of portfolio›$151.5K
Sovereign Financial Group, Inc.10,305
0.0% of portfolio›$150.9K
Avior Wealth Management, LLC7,360
0.0% of portfolio›$107.8K
Apollo Management Holdings, L.P.5,236
0.0% of portfolio›$76.7K
Anfield Capital Management, LLC4,380
0.0% of portfolio›$64.1K
FinTrust Capital Advisors, LLC2,635
0.0% of portfolio›$38.6K
GPS Wealth Strategies Group, LLC2,415
0.0% of portfolio›$35.4K
NewEdge Advisors, LLC2,299
0.0% of portfolio›$33.7K
PNC Financial Services Group, Inc.2,212
0.0% of portfolio›$32.4K
Fifth Third Bancorp1,959
0.0% of portfolio›$28.7K
Larson Financial Group LLC417
0.0% of portfolio›$6.1K
Farther Finance Advisors, LLC115
0.0% of portfolio›$1.7K
Comerica Bank52
0.0% of portfolio›$767
Assetmark, Inc23
0.0% of portfolio›$337
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Pathstone Holdings, LLC
621,557$9.1M0.0%IndexLowEnglewood, NJ2024-08-14
Wells Fargo & Company
324,609$4.8M0.0%CoreLowSan Francisco, CA2024-08-13
Morgan Stanley
320,189$4.7M0.0%CoreLowNew York, NY2025-05-14
Foundations Investment Advisors, LLC
282,552$4.1M0.1%ETFMediumPhoenix, AZ2024-08-02
Guggenheim Capital LLC
240,525$3.5M0.0%CoreLowChicago, IL2024-08-14
Invesco Ltd.
217,662$3.2M0.0%GrowthLowAtlanta, GA2024-08-13
LPL Financial LLC
175,288$2.6M0.0%IndexVery LowFort Mill, SC2024-08-07
Bank of America Corp
134,109$2.0M0.0%CoreLowCharlotte, NC2024-08-14
Royal Bank of Canada
122,205$1.8M0.0%CoreLowToronto, Australia2024-11-06
Cetera Investment Advisers
121,518$1.8M0.0%IndexVery LowSchaumburg, IL2024-08-22
Stephens Inc
87,514$1.3M0.0%CoreLowLittle Rock, AR2024-08-06
Commonwealth Equity Services, LLC
52,810$7730.0%ETFLowWaltham, MA2024-07-31
Capital Investment Advisors, LLC
52,640$770.7K0.0%CoreLowAtlanta, GA2024-07-12
Independent Financial Group, LLC
38,100$557.8K0.0%GrowthLowSan Diego, CA2026-06-12
Nottingham Advisors, Inc.
31,021$454.1K0.1%ETFLowAmherst, NY2024-08-02
Kestra Advisory Services, LLC
30,265$443.1K0.0%CoreLowAustin, TX2024-08-14
Raymond James & Associates
29,067$425.5K0.0%N/AN/ASt Petersburg, FL2024-07-19
Osaic Holdings, Inc.
28,018$410.2K0.0%IndexLowScottsdale, AZ2024-08-13
Envestnet Asset Management Inc
25,759$377.1K0.0%ETFLowBerwyn, PA2024-08-08
Principal Securities, Inc.
25,575$374.4K0.0%ETFLowDes Moines, IA2024-07-31
Walled Lake Planning & Wealth Management, LLC
23,590$345.4K0.1%ETFLowHighland Park, IL2024-08-12
Tyche Wealth Partners LLC
22,487$329.2K0.1%CoreLowPlano, TX2024-07-18
Capital Market Strategies LLC
21,563$315.7K0.2%Agg GrowthVery LowPalm Beach Gardens, FL2024-07-01
UBS Group AG
21,453$314.1K0.0%CoreMediumZurich, Switzerland2024-08-14
Regions Financial Corp
20,000$292.8K0.0%CoreLowBirmingham, AL2024-07-31
Ausdal Financial Partners, Inc.
19,226$281.5K0.0%ETFMediumDavenport, IA2024-08-06
Stifel Financial Corp
18,388$269.2K0.0%CoreLowSt. Louis, MO2024-08-13
Alpine Global Management, LLC
17,000$248.9K0.0%YieldVery HighNew York, NY2024-08-14
Virtu Financial LLC
13,968$2040.0%GARPVery HighNew York, NY2024-08-09
Redmont Wealth Advisors LLC
13,828$202.4K0.3%ValueVery LowChicago, IL2024-07-10
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
13,768$201.6K0.0%CoreMediumConcord, MA2024-07-24
Sanctuary Advisors, LLC
12,743$181.2K0.0%CoreLowIndianapolis, IN2024-09-05
PFG Investments, LLC
10,481$153.4K0.0%CoreLowWoodbury, NY2024-08-07
Susquehanna International Group, LLP
10,347$151.5K0.0%GrowthHighBala Cynwyd, PA2024-08-15
Sovereign Financial Group, Inc.
10,305$150.9K0.0%ETFLowStamford, CT2024-07-15
Avior Wealth Management, LLC
7,360$107.8K0.0%ETFMediumOmaha, NE2024-08-13
Apollo Management Holdings, L.P.
5,236$76.7K0.0%YieldMediumNew York, NY2024-08-14
Anfield Capital Management, LLC
4,380$64.1K0.0%GrowthLowNewport Beach, CA2024-07-31
FinTrust Capital Advisors, LLC
2,635$38.6K0.0%GARPVery LowGreenville, SC2024-07-24
GPS Wealth Strategies Group, LLC
2,415$35.4K0.0%Agg GrowthVery LowDenver, CO2024-07-16
NewEdge Advisors, LLC
2,299$33.7K0.0%CoreLowNew Orleans, LA2024-08-16
PNC Financial Services Group, Inc.
2,212$32.4K0.0%GrowthVery LowPittsburgh, PA2024-08-09
Fifth Third Bancorp
1,959$28.7K0.0%IndexVery LowCincinnati, OH2024-07-22
Larson Financial Group LLC
417$6.1K0.0%GrowthLowSt Louis, MO2024-08-02
Farther Finance Advisors, LLC
115$1.7K0.0%IndexLowSan Francisco, CA2024-07-31
Comerica Bank
52$7670.0%GrowthVery LowDetroit, MI2024-08-15
Assetmark, Inc
23$3370.0%ETFLowConcord, CA2024-08-13
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2024-07-23