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 Q2	–	Sell	-10,343	Closed	-$132K	–	4467
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 $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

Commonwealth Equity Services's FINS Position: Q2 2026 in Review

Commonwealth Equity Services sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q2 2026, closing a stake of 10,343 shares — an estimated $132K sold.

Commonwealth Equity Services first reported a position in FINS in Q1 2020 and held it in 7 quarters. The position peaked at $225K in Q2 2022. 44 funds tracked by Wall St. Rank hold FINS as of Q2 2026.

Commonwealth Equity Services reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q2 2026 after selling out during the quarter.
Commonwealth Equity Services sold 10,343 Angel Oak Financial Strategies Income Term Trust shares in Q2 2026, an estimated $132K.
Commonwealth Equity Services first reported a position in Angel Oak Financial Strategies Income Term Trust in Q1 2020 and held it in 7 quarters.
Commonwealth Equity Services's Angel Oak Financial Strategies Income Term Trust position peaked at $225K in Q2 2022.
44 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.