CAN
FINS

Cetera Advisor Networks’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Cetera Advisor Networks’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
Q1 		$154K Buy
+12,333
New +$151K ﹤0.01% 2637

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 $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
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

Cetera Advisor Networks's FINS Position: Q1 2024 in Review

Cetera Advisor Networks opened a new position in Angel Oak Financial Strategies Income Term Trust (FINS) in Q1 2024: 12,333 shares worth $154K. The stake represents ﹤0.01% of the portfolio and ranks #2637 among its holdings.

34 funds tracked by Wall St. Rank hold FINS as of Q1 2024.

  • Cetera Advisor Networks held 12,333 shares of Angel Oak Financial Strategies Income Term Trust worth $154K as of Q1 2024.
  • Angel Oak Financial Strategies Income Term Trust was a new Cetera Advisor Networks position in Q1 2024.
  • Angel Oak Financial Strategies Income Term Trust made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2637 holding.
  • 34 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.