HWP
FINS

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
Q2 		$3.84K Hold
300
– – ﹤0.01% 928
2026
Q1 		$3.83K 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

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

Highline Wealth Partners's FINS Position: Q2 2026 in Review

Highline Wealth Partners held its Angel Oak Financial Strategies Income Term Trust (FINS) position steady in Q2 2026 at 300 shares worth $3.84K. The position accounts for ﹤0.01% of the portfolio, ranked #928.

Highline Wealth Partners first reported a position in FINS in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.96K in Q4 2025. 8 funds tracked by Wall St. Rank hold FINS as of Q2 2026.

  • Highline Wealth Partners held 300 shares of Angel Oak Financial Strategies Income Term Trust worth $3.84K as of Q2 2026.
  • Highline Wealth Partners left its Angel Oak Financial Strategies Income Term Trust share count unchanged in Q2 2026.
  • Angel Oak Financial Strategies Income Term Trust made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #928 holding.
  • Highline Wealth Partners first reported a position in Angel Oak Financial Strategies Income Term Trust in Q3 2025 and has held it in 4 quarters since.
  • Highline Wealth Partners's Angel Oak Financial Strategies Income Term Trust position peaked at $3.96K in Q4 2025.
  • 8 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.