CPIG
FINS

Chicago Partners Investment Group’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Chicago Partners Investment 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
Q2 		– Sell
-10,138
Closed -$134K – 1107
2025
Q1 		$134K Sell
10,138
-102,878
-91% -$1.37M ﹤0.01% 889
2024
Q4 		$1.47M Buy
113,016
+245
+0.2% +$3.17K 0.05% 275
2024
Q3 		$1.47M Sell
112,771
-296
-0.3% -$3.78K 0.05% 267
2024
Q2 		$1.42M Buy
113,067
+255
+0.2% +$3.16K 0.06% 266
2024
Q1 		$1.39M Buy
112,812
+250
+0.2% +$3.06K 0.06% 257
2023
Q4 		$1.37M Buy
112,562
+249
+0.2% +$2.99K 0.06% 253
2023
Q3 		$1.32M Buy
112,313
+153
+0.1% +$1.81K 0.07% 242
2023
Q2 		$1.32M Sell
112,160
-16,286
-13% -$195K 0.07% 250
2023
Q1 		$1.55M Buy
128,446
+129
+0.1% +$1.67K 0.09% 209
2022
Q4 		$1.71M Buy
128,317
+183
+0.1% +$2.37K 0.1% 185
2022
Q3 		$1.64M Buy
128,134
+182
+0.1% +$2.6K 0.12% 159
2022
Q2 		$1.89M Buy
127,952
+426
+0.3% +$6.29K 0.14% 141
2022
Q1 		$1.82M Buy
127,526
+163
+0.1% +$2.65K 0.14% 140
2021
Q4 		$2.07M Buy
127,363
+33,997
+36% +$572K 0.15% 140
2021
Q3 		$1.58M Buy
93,366
+7,695
+9% +$139K 0.11% 165
2021
Q2 		$1.56M Buy
85,671
+2,761
+3% +$49.9K 0.12% 150
2021
Q1 		$1.49M Buy
+82,910
New +$1.44M 0.12% 146

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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Chicago Partners Investment Group's FINS Position: Q2 2025 in Review

Chicago Partners Investment Group sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q2 2025, closing a stake of 10,138 shares — an estimated $134K sold.

Chicago Partners Investment Group first reported a position in FINS in Q1 2021 and held it in 17 quarters. The position peaked at $2.07M in Q4 2021. 39 funds tracked by Wall St. Rank hold FINS as of Q2 2025.

  • Chicago Partners Investment Group reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q2 2025 after selling out during the quarter.
  • Chicago Partners Investment Group sold 10,138 Angel Oak Financial Strategies Income Term Trust shares in Q2 2025, an estimated $134K.
  • Chicago Partners Investment Group first reported a position in Angel Oak Financial Strategies Income Term Trust in Q1 2021 and held it in 17 quarters.
  • Chicago Partners Investment Group's Angel Oak Financial Strategies Income Term Trust position peaked at $2.07M in Q4 2021.
  • 39 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q2 2025.

Based on Chicago Partners Investment Group's 13F filing for Q2 2025, filed 29 Jul 2025.