Advisors Asset Management’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Advisors Asset Management’s Portfolio FINS Stock Details FINS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.5M	Sell	351,208 -2,454	-0.7%	-$31.3K	0.07%	384
2026 Q1	$4.51M	Sell	353,662 -11,464	-3%	-$150K	0.08%	355
2025 Q4	$4.82M	Sell	365,126 -2,325	-0.6%	-$30.5K	0.08%	334
2025 Q3	$4.82M	Buy	367,451 +14,220	+4%	+$187K	0.08%	323
2025 Q2	$4.58M	Buy	353,231 +99,428	+39%	+$1.3M	0.08%	320
2025 Q1	$3.42M	Buy	253,803 +152,198	+150%	+$2.02M	0.06%	410
2024 Q4	$1.29M	Buy	+101,605	New	+$1.31M	0.02%	682

Other funds holding FINS

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advisors Asset Management's FINS Position: Q2 2026 in Review

Advisors Asset Management reduced its Angel Oak Financial Strategies Income Term Trust (FINS) stake by 0.69% in Q2 2026, selling an estimated $31.3K and leaving 351,208 shares worth $4.5M. The position accounts for 0.07% of the portfolio, ranked #384.

Advisors Asset Management first reported a position in FINS in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.82M in Q4 2025. 43 funds tracked by Wall St. Rank hold FINS as of Q2 2026.

Advisors Asset Management held 351,208 shares of Angel Oak Financial Strategies Income Term Trust worth $4.5M as of Q2 2026.
Advisors Asset Management sold 2,454 Angel Oak Financial Strategies Income Term Trust shares in Q2 2026, an estimated $31.3K.
Angel Oak Financial Strategies Income Term Trust made up 0.07% of Advisors Asset Management's portfolio in Q2 2026, its #384 holding.
Advisors Asset Management first reported a position in Angel Oak Financial Strategies Income Term Trust in Q4 2024 and has held it in 7 quarters since.
Advisors Asset Management's Angel Oak Financial Strategies Income Term Trust position peaked at $4.82M in Q4 2025.
43 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.