Advisory Services Network’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Advisory Services Network’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
2023 Q2	–	Sell	-1,817	Closed	-$22.4K	–	2194
2023 Q1	$22.4K	Hold	1,817	–	–	﹤0.01%	2477
2022 Q4	$23.3K	Buy	+1,817	New	+$23.5K	﹤0.01%	2381
2020 Q1	–	Sell	-600	Closed	-$11.9K	–	3116
2019 Q4	$12K	Buy	+600	New	+$12.3K	﹤0.01%	2266

Other funds holding FINS

KIM

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

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

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

Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return

SIA

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

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

NFG

Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return

EPM

Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return

Advisory Services Network's FINS Position: Q2 2023 in Review

Advisory Services Network sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q2 2023, closing a stake of 1,817 shares — an estimated $22.4K sold.

Advisory Services Network first reported a position in FINS in Q4 2019 and held it in 3 quarters. The position peaked at $23.3K in Q4 2022. 35 funds tracked by Wall St. Rank hold FINS as of Q2 2023.

Advisory Services Network reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q2 2023 after selling out during the quarter.
Advisory Services Network sold 1,817 Angel Oak Financial Strategies Income Term Trust shares in Q2 2023, an estimated $22.4K.
Advisory Services Network first reported a position in Angel Oak Financial Strategies Income Term Trust in Q4 2019 and held it in 3 quarters.
Advisory Services Network's Angel Oak Financial Strategies Income Term Trust position peaked at $23.3K in Q4 2022.
35 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q2 2023.

Based on Advisory Services Network's 13F filing for Q2 2023, filed 9 Aug 2023.