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

Highline Wealth Partners’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 Q3	$3.58K	Hold	300	–	–	﹤0.01%	1006
2026 Q2	$3.84K	Hold	300	–	–	﹤0.01%	928
2026 Q1	$3.82K	Hold	300	–	–	﹤0.01%	809
2025 Q4	$3.96K	Hold	300	–	–	﹤0.01%	630
2025 Q3	$3.93K	Buy	+300	New	+$3.94K	﹤0.01%	648

Other funds holding FINS

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Mountain Hill Investment Partners Atlantic Highlands, New Jersey $184M AUM 0.91% 1-Year Est. Return

Highline Wealth Partners's FINS Position: Q3 2026 in Review

Highline Wealth Partners held its Angel Oak Financial Strategies Income Term Trust (FINS) position steady in Q3 2026 at 300 shares worth $3.58K. The position accounts for ﹤0.01% of the portfolio, ranked #1006.

Highline Wealth Partners first reported a position in FINS in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.96K in Q4 2025. 6 funds tracked by Wall St. Rank hold FINS as of Q3 2026.

Highline Wealth Partners held 300 shares of Angel Oak Financial Strategies Income Term Trust worth $3.58K as of Q3 2026.
Highline Wealth Partners left its Angel Oak Financial Strategies Income Term Trust share count unchanged in Q3 2026.
Angel Oak Financial Strategies Income Term Trust made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #1006 holding.
Highline Wealth Partners first reported a position in Angel Oak Financial Strategies Income Term Trust in Q3 2025 and has held it in 5 quarters since.
Highline Wealth Partners's Angel Oak Financial Strategies Income Term Trust position peaked at $3.96K in Q4 2025.
6 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.