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Apollo Investment Corp. shares owned by UMA Financial Services

Quarter-by-quarter ownership of Apollo Investment Corp. (MFIC) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Apollo Investment Corp.

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All positions including Apollo Investment Corp. held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apollo Investment Corp. by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $42k 3.5k 11.99

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Apollo Investment Corp.

Thornburg Investment Management
Van Eck Associates Corp.
Apollo Management Holdings
Morgan Stanley
UBS Group
Next Capital Management
Invesco
Franklin Resources
Legal & General Group
Muzinich & Co
Ares Management
Wells Fargo & Company
Callodine Capital Management
LPL Financial
Sumitomo Mitsui Trust Holdings

View all funds holding Apollo Investment Corp.