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icono de FINS

Angel Oak Financial Strategies Income Term Trust
FINS

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Sit Investment Associates
1
Sit Investment Associates
Minnesota
USD 140 M +USD 1.14 M +89,025 +0.8%
Karpus Investment Management
2
Karpus Investment Management
New York
USD 59.6 M -USD 551 k -43,169 -0.9%
Wells Fargo
3
Wells Fargo
California
USD 16.5 M +USD 265 k +20,727 +2%
AW
4
Atlas Wealth
Ohio
USD 14.1 M +USD 14 M +1,100,004 Nuevas
UBS Group
5
UBS Group
Switzerland
USD 9.06 M -USD 417 k -32,635 -4%
Morgan Stanley
6
Morgan Stanley
New York
USD 8.03 M +USD 52.4 k +4,105 +0.7%
Nations Financial Group
7
Nations Financial Group
Iowa
USD 6.2 M – – –
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
USD 5.34 M +USD 117 k +9,187 +2%
Stifel Financial
9
Stifel Financial
Missouri
USD 4.91 M +USD 153 k +11,981 +3%
Advisors Asset Management
10
Advisors Asset Management
Colorado
USD 4.5 M -USD 31.3 k -2,454 -0.7%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
USD 3.85 M +USD 784 k +61,374 +26%
Riverbridge Partners
12
Riverbridge Partners
Minnesota
USD 3.01 M +USD 24.1 k +1,886 +0.8%
NWMP
13
Noble Wealth Management PBC
Colorado
USD 2.96 M -USD 49.2 k -3,855 -2%
TJHA
14
Thomas J. Herzfeld Advisors
Florida
USD 2.85 M +USD 370 k +28,960 +15%
First Trust Advisors
15
First Trust Advisors
Illinois
USD 2.6 M +USD 4.92 k +385 +0.2%
LPL Financial
16
LPL Financial
California
USD 2.31 M +USD 32.9 k +2,579 +1%
CEFA
17
Closed-End Fund Advisors
Virginia
USD 1.52 M -USD 23.6 k -1,852 -2%
Dakota Wealth Management
18
Dakota Wealth Management
Florida
USD 996 k -USD 38.3 k -3,000 -4%
TPWM
19
Twelve Points Wealth Management
Massachusetts
USD 989 k -USD 24.1 k -1,887 -2%
Osaic Holdings
20
Osaic Holdings
Arizona
USD 977 k +USD 43 k +3,369 +5%
Focus Partners Wealth
21
Focus Partners Wealth
Massachusetts
USD 944 k – – –
Raymond James Financial
22
Raymond James Financial
Florida
USD 939 k -USD 72.2 k -5,653 -7%
&Partners
23
&Partners
Tennessee
USD 722 k +USD 26.1 k +2,047 +4%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
USD 556 k +USD 73.2 k +5,733 +15%
Invesco
25
Invesco
Georgia
USD 542 k -USD 3.72 k -291 -0.7%
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