AW
FINS

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

Atlas Wealth’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
2024
Q3 		– Sell
-818,837
Closed -$10.1M – 103
2024
Q2 		$10.1M Buy
+818,837
New +$10.2M 1.19% 24
2023
Q4 		– Sell
-815,921
Closed -$9.82M – 97
2023
Q3 		$9.82M Buy
815,921
+54,396
+7% +$644K 1.84% 16
2023
Q2 		$9.02M Buy
761,525
+45,385
+6% +$543K 1.66% 19
2023
Q1 		$8.83M Sell
716,140
-2,503
-0.3% -$32.4K 1.73% 17
2022
Q4 		$9.21M Buy
+718,643
New +$9.3M 2.48% 13

Other funds holding FINS

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
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
NFG
Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return