Catalina Capital Group’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Catalina Capital Group’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
2025 Q4	–	Sell	-16,052	Closed	-$210K	–	171
2025 Q3	$210K	Hold	16,052	–	–	0.13%	141
2025 Q2	$208K	Hold	16,052	–	–	0.14%	134
2025 Q1	$216K	Hold	16,052	–	–	0.14%	148
2024 Q4	$204K	Buy	+16,052	New	+$208K	0.07%	299
2024 Q2	–	Sell	-13,065	Closed	-$163K	–	325
2024 Q1	$163K	Buy	13,065 +284	+2%	+$3.47K	0.07%	267
2023 Q4	$152K	Buy	+12,781	New	+$154K	0.1%	152

Other funds holding FINS

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Catalina Capital Group's FINS Position: Q4 2025 in Review

Catalina Capital Group sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q4 2025, closing a stake of 16,052 shares — an estimated $210K sold.

Catalina Capital Group first reported a position in FINS in Q4 2023 and held it in 6 quarters. The position peaked at $216K in Q1 2025. 43 funds tracked by Wall St. Rank hold FINS as of Q4 2025.

Catalina Capital Group reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q4 2025 after selling out during the quarter.
Catalina Capital Group sold 16,052 Angel Oak Financial Strategies Income Term Trust shares in Q4 2025, an estimated $210K.
Catalina Capital Group first reported a position in Angel Oak Financial Strategies Income Term Trust in Q4 2023 and held it in 6 quarters.
Catalina Capital Group's Angel Oak Financial Strategies Income Term Trust position peaked at $216K in Q1 2025.
43 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q4 2025.

Based on Catalina Capital Group's 13F filing for Q4 2025, filed 16 Jan 2026.