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
2026 Q2	$14.1M	Buy	+1,100,004	New	+$14M	2.01%	12
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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Atlas Wealth's FINS Position: Q2 2026 in Review

Atlas Wealth opened a new position in Angel Oak Financial Strategies Income Term Trust (FINS) in Q2 2026: 1,100,004 shares worth $14.1M. The stake represents 2.01% of the portfolio and ranks #12 among its holdings. This is a return to the name: Atlas Wealth previously reported a position in FINS as recently as Q2 2024.

Atlas Wealth first reported a position in FINS in Q4 2022 and has held it in 6 quarters since. 44 funds tracked by Wall St. Rank hold FINS as of Q2 2026.

Atlas Wealth held 1,100,004 shares of Angel Oak Financial Strategies Income Term Trust worth $14.1M as of Q2 2026.
Angel Oak Financial Strategies Income Term Trust was a new Atlas Wealth position in Q2 2026.
Angel Oak Financial Strategies Income Term Trust made up 2.01% of Atlas Wealth's portfolio in Q2 2026, its #12 holding.
Atlas Wealth first reported a position in Angel Oak Financial Strategies Income Term Trust in Q4 2022 and has held it in 6 quarters since.
44 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q2 2026.

Based on Atlas Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.