Cetera Investment Advisers’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Cetera Investment Advisers’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 Q1	$481K	Sell	37,729 -19,018	-34%	-$248K	﹤0.01%	3548
2025 Q4	$750K	Buy	56,747 +6,119	+12%	+$80.2K	﹤0.01%	3088
2025 Q3	$664K	Buy	50,628 +13,845	+38%	+$182K	﹤0.01%	3145
2025 Q2	$477K	Buy	36,783 +1,324	+4%	+$17.3K	﹤0.01%	3006
2025 Q1	$478K	Buy	35,459 +12,487	+54%	+$166K	﹤0.01%	2883
2024 Q4	$292K	Sell	22,972 -146	-0.6%	-$1.89K	﹤0.01%	3149
2024 Q3	$306K	Buy	23,118 +6,515	+39%	+$83.2K	﹤0.01%	3047
2024 Q2	$205K	Buy	16,603 +3,740	+29%	+$46.4K	﹤0.01%	3344
2024 Q1	$161K	Buy	+12,863	New	+$157K	﹤0.01%	3410

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 $1.94B AUM 25.76% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

Cetera Investment Advisers's FINS Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Angel Oak Financial Strategies Income Term Trust (FINS) stake by 34% in Q1 2026, selling an estimated $248K and leaving 37,729 shares worth $481K. The position accounts for ﹤0.01% of the portfolio, ranked #3548.

Cetera Investment Advisers first reported a position in FINS in Q1 2024 and has held it in 9 quarters since. The position peaked at $750K in Q4 2025. 43 funds tracked by Wall St. Rank hold FINS as of Q1 2026.

Cetera Investment Advisers held 37,729 shares of Angel Oak Financial Strategies Income Term Trust worth $481K as of Q1 2026.
Cetera Investment Advisers sold 19,018 Angel Oak Financial Strategies Income Term Trust shares in Q1 2026, an estimated $248K.
Angel Oak Financial Strategies Income Term Trust made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3548 holding.
Cetera Investment Advisers first reported a position in Angel Oak Financial Strategies Income Term Trust in Q1 2024 and has held it in 9 quarters since.
Cetera Investment Advisers's Angel Oak Financial Strategies Income Term Trust position peaked at $750K in Q4 2025.
43 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.