Arax Advisory Partners’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Arax Advisory Partners’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	$116K	Buy	+9,084	New	+$116K	﹤0.01%	2618

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Arax Advisory Partners's FINS Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in Angel Oak Financial Strategies Income Term Trust (FINS) in Q2 2026: 9,084 shares worth $116K. The stake represents ﹤0.01% of the portfolio and ranks #2618 among its holdings.

44 funds tracked by Wall St. Rank hold FINS as of Q2 2026.

Arax Advisory Partners held 9,084 shares of Angel Oak Financial Strategies Income Term Trust worth $116K as of Q2 2026.
Angel Oak Financial Strategies Income Term Trust was a new Arax Advisory Partners position in Q2 2026.
Angel Oak Financial Strategies Income Term Trust made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2618 holding.
44 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.