Envestnet Asset Management
FINS

Envestnet Asset Management’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Envestnet Asset 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
Q1 		$3.05M Sell
239,403
-124,551
-34% -$1.63M ﹤0.01% 2692
2025
Q4 		$4.81M Buy
363,954
+40,742
+13% +$534K ﹤0.01% 2200
2025
Q3 		$4.24M Buy
323,212
+175,483
+119% +$2.3M ﹤0.01% 2370
2025
Q2 		$1.92M Buy
147,729
+94,072
+175% +$1.23M ﹤0.01% 2856
2025
Q1 		$723K Buy
53,657
+28,191
+111% +$375K ﹤0.01% 3391
2024
Q4 		$323K Buy
25,466
+1,164
+5% +$15.1K ﹤0.01% 3859
2024
Q3 		$321K Buy
24,302
+7,483
+44% +$95.5K ﹤0.01% 3783
2024
Q2 		$208K Buy
16,819
+3,906
+30% +$48.5K ﹤0.01% 3914
2024
Q1 		$161K Buy
12,913
+2,298
+22% +$28.1K ﹤0.01% 3990
2023
Q4 		$126K Buy
+10,615
New +$128K ﹤0.01% 3918
2023
Q2 		– Sell
-93,116
Closed -$1.15M – 3991
2023
Q1 		$1.15M Buy
93,116
+6,671
+8% +$86.3K ﹤0.01% 2579
2022
Q4 		$1.11M Buy
86,445
+37,092
+75% +$480K ﹤0.01% 2566
2022
Q3 		$661K Sell
49,353
-12,097
-20% -$173K ﹤0.01% 2850
2022
Q2 		$896K Buy
61,450
+1,821
+3% +$26.9K ﹤0.01% 2682
2022
Q1 		$942K Buy
59,629
+9,419
+19% +$153K ﹤0.01% 2713
2021
Q4 		$857K Buy
+50,210
New +$845K ﹤0.01% 2727

Other funds holding FINS

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Envestnet Asset Management's FINS Position: Q1 2026 in Review

Envestnet Asset Management reduced its Angel Oak Financial Strategies Income Term Trust (FINS) stake by 34% in Q1 2026, selling an estimated $1.63M and leaving 239,403 shares worth $3.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2692.

Envestnet Asset Management first reported a position in FINS in Q4 2021 and has held it in 16 quarters since. The position peaked at $4.81M in Q4 2025. 43 funds tracked by Wall St. Rank hold FINS as of Q1 2026.

  • Envestnet Asset Management held 239,403 shares of Angel Oak Financial Strategies Income Term Trust worth $3.05M as of Q1 2026.
  • Envestnet Asset Management sold 124,551 Angel Oak Financial Strategies Income Term Trust shares in Q1 2026, an estimated $1.63M.
  • Angel Oak Financial Strategies Income Term Trust made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2692 holding.
  • Envestnet Asset Management first reported a position in Angel Oak Financial Strategies Income Term Trust in Q4 2021 and has held it in 16 quarters since.
  • Envestnet Asset Management's Angel Oak Financial Strategies Income Term Trust position peaked at $4.81M in Q4 2025.
  • 43 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.