HWM
FINS

Howard Wealth Management’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Howard Wealth Management’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
2022
Q4 		– Sell
-13,155
Closed -$176K – 114
2022
Q3 		$176K Buy
13,155
+900
+7% +$12.8K 0.12% 112
2022
Q2 		$178K Sell
12,255
-1,380
-10% -$20.4K 0.19% 60
2022
Q1 		$215K Buy
13,635
+105
+0.8% +$1.71K 0.12% 125
2021
Q4 		$230K Sell
13,530
-1,150
-8% -$19.3K 0.12% 120
2021
Q3 		$249K Sell
14,680
-2,500
-15% -$45.2K 0.14% 109
2021
Q2 		$308K Buy
17,180
+1,100
+7% +$19.9K 0.17% 102
2021
Q1 		$280K Buy
16,080
+1,130
+8% +$19.6K 0.16% 103
2020
Q4 		$251K Sell
14,950
-1,095
-7% -$18.4K 0.16% 110
2020
Q3 		$270K Buy
16,045
+410
+3% +$6.78K 0.19% 100
2020
Q2 		$264K Sell
15,635
-100
-0.6% -$1.67K 0.22% 94
2020
Q1 		$269K Buy
15,735
+7,735
+97% +$153K 0.28% 83
2019
Q4 		$165K Buy
+8,000
New +$164K 0.14% 105

Other funds holding FINS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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 13% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Howard Wealth Management's FINS Position: Q4 2022 in Review

Howard Wealth Management sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q4 2022, closing a stake of 13,155 shares — an estimated $176K sold.

Howard Wealth Management first reported a position in FINS in Q4 2019 and held it in 12 quarters. The position peaked at $308K in Q2 2021. 46 funds tracked by Wall St. Rank hold FINS as of Q4 2022.

  • Howard Wealth Management reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q4 2022 after selling out during the quarter.
  • Howard Wealth Management sold 13,155 Angel Oak Financial Strategies Income Term Trust shares in Q4 2022, an estimated $176K.
  • Howard Wealth Management first reported a position in Angel Oak Financial Strategies Income Term Trust in Q4 2019 and held it in 12 quarters.
  • Howard Wealth Management's Angel Oak Financial Strategies Income Term Trust position peaked at $308K in Q2 2021.
  • 46 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q4 2022.

Based on Howard Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.