Focus Partners Wealth
FINS icon

Focus Partners Wealth’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Focus Partners Wealth’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 		$944K Hold
73,779
– – ﹤0.01% 1668
2026
Q1 		$941K Buy
73,779
+3,000
+4% +$39.1K ﹤0.01% 1652
2025
Q4 		$935K Buy
+70,779
New +$928K ﹤0.01% 1662

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

Focus Partners Wealth's FINS Position: Q2 2026 in Review

Focus Partners Wealth held its Angel Oak Financial Strategies Income Term Trust (FINS) position steady in Q2 2026 at 73,779 shares worth $944K. The position accounts for ﹤0.01% of the portfolio, ranked #1668.

Focus Partners Wealth first reported a position in FINS in Q4 2025 and has held it in 3 quarters since. 43 funds tracked by Wall St. Rank hold FINS as of Q2 2026.

  • Focus Partners Wealth held 73,779 shares of Angel Oak Financial Strategies Income Term Trust worth $944K as of Q2 2026.
  • Focus Partners Wealth left its Angel Oak Financial Strategies Income Term Trust share count unchanged in Q2 2026.
  • Angel Oak Financial Strategies Income Term Trust made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1668 holding.
  • Focus Partners Wealth first reported a position in Angel Oak Financial Strategies Income Term Trust in Q4 2025 and has held it in 3 quarters since.
  • 43 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.