Carson Wealth (CWM LLC)
FINS

Carson Wealth (CWM LLC)’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Carson Wealth (CWM LLC)’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
Q3 		– Sell
-1,100
Closed -$13K – 4280
2023
Q2 		$13K Buy
1,100
+875
+389% +$10.5K ﹤0.01% 2915
2023
Q1 		$3K Buy
+225
New +$2.91K ﹤0.01% 3496

Other funds holding FINS

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FINS Position: Q3 2023 in Review

Carson Wealth (CWM LLC) sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q3 2023, closing a stake of 1,100 shares — an estimated $13K sold.

Carson Wealth (CWM LLC) first reported a position in FINS in Q1 2023 and held it in 2 quarters. The position peaked at $13K in Q2 2023. 33 funds tracked by Wall St. Rank hold FINS as of Q3 2023.

  • Carson Wealth (CWM LLC) reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q3 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,100 Angel Oak Financial Strategies Income Term Trust shares in Q3 2023, an estimated $13K.
  • Carson Wealth (CWM LLC) first reported a position in Angel Oak Financial Strategies Income Term Trust in Q1 2023 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Angel Oak Financial Strategies Income Term Trust position peaked at $13K in Q2 2023.
  • 33 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q3 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2023, filed 11 Oct 2023.