AWA
FINS

Arkadios Wealth Advisors’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Arkadios Wealth Advisors’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
2021
Q3 		– Sell
-921
Closed -$16K – 1921
2021
Q2 		$16K Buy
921
+741
+412% +$13.4K ﹤0.01% 1375
2021
Q1 		$3K Sell
180
-75
-29% -$1.3K ﹤0.01% 1458
2020
Q4 		$4K Buy
+255
New +$4.29K ﹤0.01% 1149

Other funds holding FINS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ST
Sphinx Trading Chicago, Illinois $98M AUM
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Arkadios Wealth Advisors's FINS Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q3 2021, closing a stake of 921 shares — an estimated $16K sold.

Arkadios Wealth Advisors first reported a position in FINS in Q4 2020 and held it in 3 quarters. The position peaked at $16K in Q2 2021. 29 funds tracked by Wall St. Rank hold FINS as of Q3 2021.

  • Arkadios Wealth Advisors reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q3 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 921 Angel Oak Financial Strategies Income Term Trust shares in Q3 2021, an estimated $16K.
  • Arkadios Wealth Advisors first reported a position in Angel Oak Financial Strategies Income Term Trust in Q4 2020 and held it in 3 quarters.
  • Arkadios Wealth Advisors's Angel Oak Financial Strategies Income Term Trust position peaked at $16K in Q2 2021.
  • 29 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.