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

GraniteShares 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
2023 Q1	–	Sell	-174,413	Closed	-$2.23M	–	138
2022 Q4	$2.23M	Buy	174,413 +916	+0.5%	+$11.9K	1.84%	14
2022 Q3	$2.32M	Sell	173,497 -2,069	-1%	-$29.5K	1.89%	7
2022 Q2	$2.56M	Buy	175,566 +5,064	+3%	+$74.8K	1.88%	6
2022 Q1	$2.69M	Buy	170,502 +15,119	+10%	+$246K	1.46%	11
2021 Q4	$2.65M	Buy	+155,383	New	+$2.61M	1.23%	15

Other funds holding FINS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

GraniteShares Advisors's FINS Position: Q1 2023 in Review

GraniteShares Advisors sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q1 2023, closing a stake of 174,413 shares — an estimated $2.23M sold.

GraniteShares Advisors first reported a position in FINS in Q4 2021 and held it in 5 quarters. The position peaked at $2.69M in Q1 2022. 42 funds tracked by Wall St. Rank hold FINS as of Q1 2023.

GraniteShares Advisors reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q1 2023 after selling out during the quarter.
GraniteShares Advisors sold 174,413 Angel Oak Financial Strategies Income Term Trust shares in Q1 2023, an estimated $2.23M.
GraniteShares Advisors first reported a position in Angel Oak Financial Strategies Income Term Trust in Q4 2021 and held it in 5 quarters.
GraniteShares Advisors's Angel Oak Financial Strategies Income Term Trust position peaked at $2.69M in Q1 2022.
42 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q1 2023.

Based on GraniteShares Advisors's 13F filing for Q1 2023, filed 24 Apr 2023.