Dakota Wealth Management’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Dakota Wealth Management’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	$996K	Sell	77,835 -3,000	-4%	-$38.3K	0.02%	431
2026 Q1	$1.03M	Buy	80,835 +3,000	+4%	+$39.1K	0.02%	395
2025 Q4	$1.03M	Hold	77,835	–	–	0.02%	401
2025 Q3	$1.02M	Sell	77,835 -5,600	-7%	-$73.5K	0.02%	350
2025 Q2	$1.08M	Buy	83,435 +21,585	+35%	+$282K	0.02%	367
2025 Q1	$834K	Hold	61,850	–	–	0.02%	410
2024 Q4	$785K	Sell	61,850 -750	-1%	-$9.7K	0.02%	407
2024 Q3	$828K	Hold	62,600	–	–	0.02%	409
2024 Q2	$774K	Buy	62,600 +825	+1%	+$10.2K	0.02%	420
2024 Q1	$772K	Buy	61,775 +1,675	+3%	+$20.5K	0.02%	413
2023 Q4	$716K	Buy	60,100 +13,175	+28%	+$158K	0.03%	365
2023 Q3	$565K	Buy	46,925 +4,525	+11%	+$53.6K	0.02%	381
2023 Q2	$501K	Buy	42,400 +6,450	+18%	+$77.2K	0.02%	384
2023 Q1	$443K	Buy	35,950 +1,450	+4%	+$18.8K	0.03%	389
2022 Q4	$442K	Buy	+34,500	New	+$446K	0.03%	374

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

Dakota Wealth Management's FINS Position: Q2 2026 in Review

Dakota Wealth Management reduced its Angel Oak Financial Strategies Income Term Trust (FINS) stake by 3.7% in Q2 2026, selling an estimated $38.3K and leaving 77,835 shares worth $996K. The position accounts for 0.02% of the portfolio, ranked #431.

Dakota Wealth Management first reported a position in FINS in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.08M in Q2 2025. 44 funds tracked by Wall St. Rank hold FINS as of Q2 2026.

Dakota Wealth Management held 77,835 shares of Angel Oak Financial Strategies Income Term Trust worth $996K as of Q2 2026.
Dakota Wealth Management sold 3,000 Angel Oak Financial Strategies Income Term Trust shares in Q2 2026, an estimated $38.3K.
Angel Oak Financial Strategies Income Term Trust made up 0.02% of Dakota Wealth Management's portfolio in Q2 2026, its #431 holding.
Dakota Wealth Management first reported a position in Angel Oak Financial Strategies Income Term Trust in Q4 2022 and has held it in 15 quarters since.
Dakota Wealth Management's Angel Oak Financial Strategies Income Term Trust position peaked at $1.08M in Q2 2025.
44 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.