SUMMIT WEALTH & RETIREMENT PLANNING, INC. - APOLLO SR FLOATING RATE FD I ownership

APOLLO SR FLOATING RATE FD I's ticker is AFT and the CUSIP is 037636107. A total of 48 filers reported holding APOLLO SR FLOATING RATE FD I in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
SUMMIT WEALTH & RETIREMENT PLANNING, INC. ownership history of APOLLO SR FLOATING RATE FD I
ValueSharesWeighting
Q1 2023$941,314
+281.2%
74,530
+272.4%
0.35%
+252.0%
Q4 2022$246,94820,0120.10%
Other shareholders
APOLLO SR FLOATING RATE FD I shareholders Q1 2023
NameSharesValueWeighting ↓
Next Capital Management LLC 378,475$4,780,1392.31%
Garner Asset Management Corp 85,989$1,0860.50%
Logan Stone Capital, LLC 92,088$1,163,0710.46%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 74,530$941,3140.35%
MELFA WEALTH MANAGEMENT, INC. 11,328$143,0690.14%
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 129,168$1,629,4540.12%
JONES ROAD CAPITAL MANAGEMENT, L.P. 12,959$163,6720.12%
Almitas Capital LLC 16,801$212,1970.10%
OneDigital Investment Advisors LLC 275,034$3,473,6790.08%
Advisors Asset Management, Inc. 312,944$3,952,4830.08%
View complete list of APOLLO SR FLOATING RATE FD I shareholders