CA
FINS

CoreCap Advisors’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

CoreCap 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 		– Sell
-7,258
Closed -$92.5K – 3218
2026
Q1 		$92.5K Buy
+7,258
New +$94.7K ﹤0.01% 1049

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

CoreCap Advisors's FINS Position: Q2 2026 in Review

CoreCap Advisors sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q2 2026, closing a stake of 7,258 shares — an estimated $92.5K sold.

CoreCap Advisors first reported a position in FINS in Q1 2026 and held it in 1 quarter. The position peaked at $92.5K in Q1 2026. 43 funds tracked by Wall St. Rank hold FINS as of Q2 2026.

  • CoreCap Advisors reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q2 2026 after selling out during the quarter.
  • CoreCap Advisors sold 7,258 Angel Oak Financial Strategies Income Term Trust shares in Q2 2026, an estimated $92.5K.
  • CoreCap Advisors first reported a position in Angel Oak Financial Strategies Income Term Trust in Q1 2026 and held it in 1 quarter.
  • CoreCap Advisors's Angel Oak Financial Strategies Income Term Trust position peaked at $92.5K in Q1 2026.
  • 43 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.