Foundations Investment Advisors »

Apollo Tactical Income Fd In shares owned by Foundations Investment Advisors

Quarter-by-quarter ownership of Apollo Tactical Income Fd In (AIF) shares owned by Foundations Investment Advisors from 13F filings

Historical chart of Foundations Investment Advisors investment in Apollo Tactical Income Fd In

Tip: Access up to 7 years of quarterly data

All positions including Apollo Tactical Income Fd In held by Foundations Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Apollo Tactical Income Fd In by Foundations Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.6M 252k 14.42
2023-09-30 $3.1M 229k 13.37
2023-06-30 $2.5M 201k 12.69

More positions owned by Foundations Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Total Usd (IUSB)
Exchange Listed Fds Tr Cabana Target 7 (TDSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Innovator Etfs Tr Defined Wlt Shld (BALT)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Foundations Investment Advisors

Top funds holding Apollo Tactical Income Fd In

Pathstone Holdings
Wells Fargo & Company
Foundations Investment Advisors
Guggenheim Capital, LLC Managers
Bank of America Corporation
Royal Bank of Canada
Citizens Business Bank
Capital Investment Advisors
FourThought Financial Partners
Brooklyn Capital Management
Raymond James & Associates
Kestra Advisory Services
Nottingham Advisors
UBS Group
Atria Wealth Solutions

View all funds holding Apollo Tactical Income Fd In