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 Q1	$4.51M	Sell	353,662 -10,409	-3%	-$136K	0.08%	355
2025 Q4	$4.81M	Sell	364,071 -2,325	-0.6%	-$30.5K	0.08%	336
2025 Q3	$4.8M	Buy	366,396 +14,220	+4%	+$187K	0.08%	326
2025 Q2	$4.57M	Buy	352,176 +99,428	+39%	+$1.3M	0.08%	322
2025 Q1	$3.41M	Buy	252,748 +151,143	+149%	+$2.01M	0.06%	412
2024 Q4	$1.29M	Buy	+101,605	New	+$1.31M	0.02%	682

Other funds holding FINS

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Advisors Asset Management's FINS Position: Q1 2026 in Review

Advisors Asset Management reduced its Angel Oak Financial Strategies Income Term Trust (FINS) stake by 2.9% in Q1 2026, selling an estimated $136K and leaving 353,662 shares worth $4.51M. The position accounts for 0.08% of the portfolio, ranked #355.

Advisors Asset Management first reported a position in FINS in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.81M in Q4 2025. 43 funds tracked by Wall St. Rank hold FINS as of Q1 2026.

Advisors Asset Management held 353,662 shares of Angel Oak Financial Strategies Income Term Trust worth $4.51M as of Q1 2026.
Advisors Asset Management sold 10,409 Angel Oak Financial Strategies Income Term Trust shares in Q1 2026, an estimated $136K.
Angel Oak Financial Strategies Income Term Trust made up 0.08% of Advisors Asset Management's portfolio in Q1 2026, its #355 holding.
Advisors Asset Management first reported a position in Angel Oak Financial Strategies Income Term Trust in Q4 2024 and has held it in 6 quarters since.
Advisors Asset Management's Angel Oak Financial Strategies Income Term Trust position peaked at $4.81M in Q4 2025.
43 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q1 2026.

Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.