Elequin Capital’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Elequin Capital’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
2024 Q1	–	Sell	-7,443	Closed	-$88.6K	–	333
2023 Q4	$88.6K	Buy	+7,443	New	+$89.4K	0.03%	185
2023 Q2	–	Sell	-4,946	Closed	-$61K	–	564
2023 Q1	$61K	Buy	4,946 +737	+18%	+$9.54K	0.04%	108
2022 Q4	$53.9K	Buy	+4,209	New	+$54.5K	0.02%	311

Other funds holding FINS

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Elequin Capital's FINS Position: Q1 2024 in Review

Elequin Capital sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q1 2024, closing a stake of 7,443 shares — an estimated $88.6K sold.

Elequin Capital first reported a position in FINS in Q4 2022 and held it in 3 quarters. The position peaked at $88.6K in Q4 2023. 34 funds tracked by Wall St. Rank hold FINS as of Q1 2024.

Elequin Capital reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q1 2024 after selling out during the quarter.
Elequin Capital sold 7,443 Angel Oak Financial Strategies Income Term Trust shares in Q1 2024, an estimated $88.6K.
Elequin Capital first reported a position in Angel Oak Financial Strategies Income Term Trust in Q4 2022 and held it in 3 quarters.
Elequin Capital's Angel Oak Financial Strategies Income Term Trust position peaked at $88.6K in Q4 2023.
34 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q1 2024.

Based on Elequin Capital's 13F filing for Q1 2024, filed 15 May 2024.