Shaker Financial Services, LLC - APOLLO TACTICAL INCOME FD IN ownership

APOLLO TACTICAL INCOME FD IN's ticker is AIF and the CUSIP is 037638103. A total of 51 filers reported holding APOLLO TACTICAL INCOME FD IN in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Shaker Financial Services, LLC ownership history of APOLLO TACTICAL INCOME FD IN
ValueSharesWeighting
Q2 2023$1,915,505
+0.7%
150,946
-3.9%
0.84%
+0.6%
Q1 2023$1,903,107
+114.0%
157,022
+114.0%
0.83%
+100.0%
Q4 2022$889,475
-73.6%
73,389
-74.3%
0.42%
-75.0%
Q3 2022$3,369,000
-7.9%
285,995
-5.8%
1.66%
-6.5%
Q2 2022$3,657,000
-11.6%
303,763
+5.5%
1.78%
+14.3%
Q1 2022$4,135,000
-19.6%
287,935
-14.2%
1.56%
-14.3%
Q4 2021$5,142,000
+76.5%
335,610
+82.2%
1.82%
+55.7%
Q3 2021$2,913,000
-15.3%
184,150
-16.2%
1.17%
-8.5%
Q2 2021$3,439,000
+7.7%
219,744
+2.4%
1.28%
+0.2%
Q1 2021$3,193,000
+0.8%
214,604
-1.9%
1.27%
-3.7%
Q4 2020$3,169,000
-6.4%
218,872
-17.9%
1.32%
-27.0%
Q3 2020$3,387,000
+18.6%
266,500
+15.9%
1.81%
+14.8%
Q2 2020$2,856,000
+30.7%
229,970
+19.2%
1.58%
+6.8%
Q1 2020$2,185,000
-42.9%
192,891
-23.9%
1.48%
-16.0%
Q4 2019$3,825,000
+6.5%
253,344
+6.9%
1.76%
-3.9%
Q3 2019$3,590,000
-15.6%
236,961
-17.8%
1.83%
-17.3%
Q2 2019$4,254,000
+3.5%
288,384
+3.0%
2.21%
+6.2%
Q1 2019$4,112,000
+34.0%
279,887
+25.6%
2.08%
+20.2%
Q4 2018$3,069,000
+53.3%
222,862
+72.9%
1.73%
+80.5%
Q3 2018$2,002,000
-24.8%
128,910
-24.5%
0.96%
-26.9%
Q2 2018$2,663,000
+3.9%
170,728
+4.6%
1.31%
+6.1%
Q1 2018$2,563,000
+14.9%
163,217
+15.3%
1.24%
+17.5%
Q4 2017$2,230,000
-20.8%
141,557
-18.6%
1.05%
-29.4%
Q3 2017$2,817,000
+663.4%
173,808
+666.3%
1.49%
+617.3%
Q2 2017$369,000
-20.1%
22,682
-15.6%
0.21%
-24.1%
Q4 2016$462,000
-57.7%
26,870
-62.0%
0.27%
-61.7%
Q3 2016$1,092,000
-64.5%
70,651
-66.8%
0.72%
-66.4%
Q2 2016$3,072,000
-9.4%
212,912
-14.5%
2.13%
-13.4%
Q1 2016$3,390,000
+158.6%
249,099
+163.9%
2.46%
+170.8%
Q4 2015$1,311,000
-38.8%
94,408
-36.2%
0.91%
-43.4%
Q3 2015$2,143,0000.0%147,880
+8.8%
1.61%
+20.3%
Q2 2015$2,143,000
+44.2%
135,908
+49.3%
1.34%
+44.6%
Q1 2015$1,486,000
+35.7%
91,047
+32.7%
0.92%
+31.8%
Q4 2014$1,095,000
-25.2%
68,629
-18.8%
0.70%
-26.0%
Q3 2014$1,463,000
+71.1%
84,555
+81.4%
0.95%
+82.1%
Q2 2014$855,000
+0.6%
46,600
-2.2%
0.52%
-6.8%
Q1 2014$850,000
+167.3%
47,626
+169.6%
0.56%
+152.5%
Q4 2013$318,00017,6640.22%
Other shareholders
APOLLO TACTICAL INCOME FD IN shareholders Q3 2023
NameSharesValueWeighting ↓
Advisors Asset Management, Inc. 1,054,062$17,150,0000.29%
Shaker Financial Services, LLC 22,682$369,0000.21%
B. Riley Financial, Inc. 47,296$770,0000.10%
BESSEMER GROUP INC 311,811$5,073,0000.02%
LADENBURG THALMANN FINANCIAL SERVICES INC. 93,813$1,526,0000.02%
Advisory Services Network, LLC 6,260$102,0000.01%
Capital Investment Advisors, LLC 10,250$167,0000.01%
PARAMETRIC PORTFOLIO ASSOCIATES LLC 636,131$10,350,0000.01%
GUGGENHEIM CAPITAL LLC 148,838$2,422,0000.01%
NewEdge Advisors, LLC 1,729$28,425,0000.01%
View complete list of APOLLO TACTICAL INCOME FD IN shareholders