Commonwealth Equity Services’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Commonwealth Equity Services’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	$132K	Buy	10,343 +154	+2%	+$2.01K	﹤0.01%	4092
2025 Q4	$135K	Buy	10,189 +149	+1%	+$1.95K	﹤0.01%	4068
2025 Q3	$132K	Buy	+10,040	New	+$132K	﹤0.01%	4039
2024 Q4	–	Sell	-11,667	Closed	-$154K	–	4134
2024 Q3	$154K	Buy	+11,667	New	+$149K	﹤0.01%	3786
2022 Q3	–	Sell	-15,441	Closed	-$225K	–	3700
2022 Q2	$225K	Buy	+15,441	New	+$228K	﹤0.01%	3095
2020 Q3	–	Sell	-11,596	Closed	-$195K	–	3078
2020 Q2	$195K	Sell	11,596 -1,409	-11%	-$23.6K	﹤0.01%	2612
2020 Q1	$222K	Buy	+13,005	New	+$257K	﹤0.01%	2296

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

Commonwealth Equity Services's FINS Position: Q1 2026 in Review

Commonwealth Equity Services increased its Angel Oak Financial Strategies Income Term Trust (FINS) stake by 1.5% in Q1 2026, buying an estimated $2.01K and bringing the position to 10,343 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #4092.

Commonwealth Equity Services first reported a position in FINS in Q1 2020 and has held it in 7 quarters since. The position peaked at $225K in Q2 2022. 43 funds tracked by Wall St. Rank hold FINS as of Q1 2026.

Commonwealth Equity Services held 10,343 shares of Angel Oak Financial Strategies Income Term Trust worth $132K as of Q1 2026.
Commonwealth Equity Services bought 154 Angel Oak Financial Strategies Income Term Trust shares in Q1 2026, an estimated $2.01K.
Angel Oak Financial Strategies Income Term Trust made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #4092 holding.
Commonwealth Equity Services first reported a position in Angel Oak Financial Strategies Income Term Trust in Q1 2020 and has held it in 7 quarters since.
Commonwealth Equity Services's Angel Oak Financial Strategies Income Term Trust position peaked at $225K in Q2 2022.
43 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.