Advisory Services Network
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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

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UBS Group
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AW
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Sit Investment Associates
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Saba Capital Management
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
EPM
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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.