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

Foresight 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
2022 Q4	–	Sell	-24,115	Closed	-$323K	–	37
2022 Q3	$323K	Buy	24,115 +13,133	+120%	+$187K	0.07%	80
2022 Q2	$160K	Sell	10,982 -614	-5%	-$9.07K	0.03%	104
2022 Q1	$183K	Sell	11,596 -20,688	-64%	-$336K	0.03%	101
2021 Q4	$551K	Buy	32,284 +5,581	+21%	+$93.9K	0.01%	76
2021 Q3	$454K	Buy	+26,703	New	+$483K	0.09%	78

Other funds holding FINS

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

KIM

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

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

Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 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 Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

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

NFG

Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Foresight Wealth Management's FINS Position: Q4 2022 in Review

Foresight Wealth Management sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q4 2022, closing a stake of 24,115 shares — an estimated $323K sold.

Foresight Wealth Management first reported a position in FINS in Q3 2021 and held it in 5 quarters. The position peaked at $551K in Q4 2021. 46 funds tracked by Wall St. Rank hold FINS as of Q4 2022.

Foresight Wealth Management reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q4 2022 after selling out during the quarter.
Foresight Wealth Management sold 24,115 Angel Oak Financial Strategies Income Term Trust shares in Q4 2022, an estimated $323K.
Foresight Wealth Management first reported a position in Angel Oak Financial Strategies Income Term Trust in Q3 2021 and held it in 5 quarters.
Foresight Wealth Management's Angel Oak Financial Strategies Income Term Trust position peaked at $551K in Q4 2021.
46 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.