CL
FINS

Choreo LLC’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Choreo LLC’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
Q2 		$385K Buy
30,101
+4,081
+16% +$52.1K ﹤0.01% 1159
2026
Q1 		$332K Sell
26,020
-2,726
-9% -$35.6K ﹤0.01% 1184
2025
Q4 		$379K Buy
28,746
+1,365
+5% +$17.9K ﹤0.01% 1069
2025
Q3 		$359K Buy
27,381
+816
+3% +$10.7K ﹤0.01% 1118
2025
Q2 		$345K Buy
+26,565
New +$347K ﹤0.01% 1096

Other funds holding FINS

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Choreo LLC's FINS Position: Q2 2026 in Review

Choreo LLC increased its Angel Oak Financial Strategies Income Term Trust (FINS) stake by 16% in Q2 2026, buying an estimated $52.1K and bringing the position to 30,101 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #1159.

Choreo LLC first reported a position in FINS in Q2 2025 and has held it in 5 quarters since. 44 funds tracked by Wall St. Rank hold FINS as of Q2 2026.

  • Choreo LLC held 30,101 shares of Angel Oak Financial Strategies Income Term Trust worth $385K as of Q2 2026.
  • Choreo LLC bought 4,081 Angel Oak Financial Strategies Income Term Trust shares in Q2 2026, an estimated $52.1K.
  • Angel Oak Financial Strategies Income Term Trust made up ﹤0.01% of Choreo LLC's portfolio in Q2 2026, its #1159 holding.
  • Choreo LLC first reported a position in Angel Oak Financial Strategies Income Term Trust in Q2 2025 and has held it in 5 quarters since.
  • 44 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.