GIA
FINS

GHP Investment Advisors’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

GHP Investment Advisors’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 		– Sell
-2,500
Closed -$31.9K – 1414
2026
Q1 		$31.9K Buy
+2,500
New +$32.6K ﹤0.01% 622

Other funds holding FINS

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
MHIP
Mountain Hill Investment Partners Atlantic Highlands, New Jersey $177M AUM 2.52% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

GHP Investment Advisors's FINS Position: Q2 2026 in Review

GHP Investment Advisors sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q2 2026, closing a stake of 2,500 shares — an estimated $31.9K sold.

GHP Investment Advisors first reported a position in FINS in Q1 2026 and held it in 1 quarter. The position peaked at $31.9K in Q1 2026. 8 funds tracked by Wall St. Rank hold FINS as of Q2 2026.

  • GHP Investment Advisors reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q2 2026 after selling out during the quarter.
  • GHP Investment Advisors sold 2,500 Angel Oak Financial Strategies Income Term Trust shares in Q2 2026, an estimated $31.9K.
  • GHP Investment Advisors first reported a position in Angel Oak Financial Strategies Income Term Trust in Q1 2026 and held it in 1 quarter.
  • GHP Investment Advisors's Angel Oak Financial Strategies Income Term Trust position peaked at $31.9K in Q1 2026.
  • 8 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.