IFG Advisory’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

IFG Advisory’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	$51.3K	Buy	+4,009	New	+$51.2K	﹤0.01%	1325

Other funds holding FINS

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $672B AUM 33.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

IFG Advisory's FINS Position: Q2 2026 in Review

IFG Advisory opened a new position in Angel Oak Financial Strategies Income Term Trust (FINS) in Q2 2026: 4,009 shares worth $51.3K. The stake represents ﹤0.01% of the portfolio and ranks #1325 among its holdings.

44 funds tracked by Wall St. Rank hold FINS as of Q2 2026.

IFG Advisory held 4,009 shares of Angel Oak Financial Strategies Income Term Trust worth $51.3K as of Q2 2026.
Angel Oak Financial Strategies Income Term Trust was a new IFG Advisory position in Q2 2026.
Angel Oak Financial Strategies Income Term Trust made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1325 holding.
44 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.