GC
FINS

Guggenheim Capital’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Guggenheim Capital’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
Q3 		– Sell
-19,951
Closed -$236K – 1861
2023
Q2 		$236K Sell
19,951
-28,104
-58% -$336K ﹤0.01% 1734
2023
Q1 		$593K Sell
48,055
-689
-1% -$8.91K 0.01% 1423
2022
Q4 		$624K Sell
48,744
-1,925
-4% -$24.9K 0.01% 1391
2022
Q3 		$679K Buy
+50,669
New +$723K 0.01% 1341

Other funds holding FINS

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 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 12.96% 1-Year Est. Return
Wolverine Trading
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Guggenheim Capital's FINS Position: Q3 2023 in Review

Guggenheim Capital sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q3 2023, closing a stake of 19,951 shares — an estimated $236K sold.

Guggenheim Capital first reported a position in FINS in Q3 2022 and held it in 4 quarters. The position peaked at $679K in Q3 2022. 33 funds tracked by Wall St. Rank hold FINS as of Q3 2023.

  • Guggenheim Capital reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q3 2023 after selling out during the quarter.
  • Guggenheim Capital sold 19,951 Angel Oak Financial Strategies Income Term Trust shares in Q3 2023, an estimated $236K.
  • Guggenheim Capital first reported a position in Angel Oak Financial Strategies Income Term Trust in Q3 2022 and held it in 4 quarters.
  • Guggenheim Capital's Angel Oak Financial Strategies Income Term Trust position peaked at $679K in Q3 2022.
  • 33 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q3 2023.

Based on Guggenheim Capital's 13F filing for Q3 2023, filed 14 Nov 2023.