CA
FINS

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

Corrado 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
2023
Q2 		– Sell
-60,744
Closed -$749K – 97
2023
Q1 		$749K Sell
60,744
-2,885
-5% -$37.3K 0.5% 72
2022
Q4 		$815K Buy
63,629
+44
+0.1% +$569 0.57% 61
2022
Q3 		$852K Buy
+63,585
New +$908K 0.69% 60

Other funds holding FINS

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return

Corrado Advisors's FINS Position: Q2 2023 in Review

Corrado Advisors sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q2 2023, closing a stake of 60,744 shares — an estimated $749K sold.

Corrado Advisors first reported a position in FINS in Q3 2022 and held it in 3 quarters. The position peaked at $852K in Q3 2022. 35 funds tracked by Wall St. Rank hold FINS as of Q2 2023.

  • Corrado Advisors reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q2 2023 after selling out during the quarter.
  • Corrado Advisors sold 60,744 Angel Oak Financial Strategies Income Term Trust shares in Q2 2023, an estimated $749K.
  • Corrado Advisors first reported a position in Angel Oak Financial Strategies Income Term Trust in Q3 2022 and held it in 3 quarters.
  • Corrado Advisors's Angel Oak Financial Strategies Income Term Trust position peaked at $852K in Q3 2022.
  • 35 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q2 2023.

Based on Corrado Advisors's 13F filing for Q2 2023, filed 10 Aug 2023.