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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$477K Buy
36,783
+1,324
+4% +$17.2K ﹤0.01% 3005
2025
Q1
$478K Buy
35,459
+12,487
+54% +$168K ﹤0.01% 2883
2024
Q4
$292K Sell
22,972
-146
-0.6% -$1.85K ﹤0.01% 3149
2024
Q3
$306K Buy
23,118
+6,515
+39% +$86.1K ﹤0.01% 3047
2024
Q2
$205K Buy
16,603
+3,740
+29% +$46.3K ﹤0.01% 3344
2024
Q1
$161K Buy
+12,863
New +$161K ﹤0.01% 3410