Closed-End Fund Advisors’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Closed-End Fund Advisors’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	$1.52M	Sell	118,848 -1,852	-2%	-$23.6K	1.49%	18
2026 Q1	$1.54M	Sell	120,700 -564	-0.5%	-$7.36K	1.57%	15
2025 Q4	$1.6M	Buy	+121,264	New	+$1.59M	0.95%	29

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Closed-End Fund Advisors's FINS Position: Q2 2026 in Review

Closed-End Fund Advisors reduced its Angel Oak Financial Strategies Income Term Trust (FINS) stake by 1.5% in Q2 2026, selling an estimated $23.6K and leaving 118,848 shares worth $1.52M. The position accounts for 1.49% of the portfolio, ranked #18.

Closed-End Fund Advisors first reported a position in FINS in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.6M in Q4 2025. 44 funds tracked by Wall St. Rank hold FINS as of Q2 2026.

Closed-End Fund Advisors held 118,848 shares of Angel Oak Financial Strategies Income Term Trust worth $1.52M as of Q2 2026.
Closed-End Fund Advisors sold 1,852 Angel Oak Financial Strategies Income Term Trust shares in Q2 2026, an estimated $23.6K.
Angel Oak Financial Strategies Income Term Trust made up 1.49% of Closed-End Fund Advisors's portfolio in Q2 2026, its #18 holding.
Closed-End Fund Advisors first reported a position in Angel Oak Financial Strategies Income Term Trust in Q4 2025 and has held it in 3 quarters since.
Closed-End Fund Advisors's Angel Oak Financial Strategies Income Term Trust position peaked at $1.6M in Q4 2025.
44 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q2 2026.

Based on Closed-End Fund Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.