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

HighTower 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
2025 Q3	–	Sell	-15,334	Closed	-$199K	–	3911
2025 Q2	$199K	Buy	+15,334	New	+$200K	﹤0.01%	3290
2024 Q4	–	Sell	-30,919	Closed	-$405K	–	3896
2024 Q3	$405K	Buy	+30,919	New	+$395K	﹤0.01%	2566
2024 Q1	–	Sell	-24,109	Closed	-$291K	–	3746
2023 Q4	$291K	Sell	24,109 -184	-0.8%	-$2.21K	﹤0.01%	2723
2023 Q3	$294K	Buy	24,293 +13,293	+121%	+$157K	﹤0.01%	2613
2023 Q2	$131K	Buy	+11,000	New	+$132K	﹤0.01%	3011
2023 Q1	–	Sell	-33,961	Closed	-$431K	–	3503
2022 Q4	$431K	Buy	+33,961	New	+$440K	﹤0.01%	2225

Other funds holding FINS

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NFG

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors's FINS Position: Q3 2025 in Review

HighTower Advisors sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q3 2025, closing a stake of 15,334 shares — an estimated $199K sold.

HighTower Advisors first reported a position in FINS in Q4 2022 and held it in 6 quarters. The position peaked at $431K in Q4 2022. 40 funds tracked by Wall St. Rank hold FINS as of Q3 2025.

HighTower Advisors reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q3 2025 after selling out during the quarter.
HighTower Advisors sold 15,334 Angel Oak Financial Strategies Income Term Trust shares in Q3 2025, an estimated $199K.
HighTower Advisors first reported a position in Angel Oak Financial Strategies Income Term Trust in Q4 2022 and held it in 6 quarters.
HighTower Advisors's Angel Oak Financial Strategies Income Term Trust position peaked at $431K in Q4 2022.
40 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q3 2025.

Based on HighTower Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.