Ignite Planners’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Ignite Planners’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 Q4	–	Sell	-11,452	Closed	-$150K	–	413
2025 Q3	$150K	Sell	11,452 -168	-1%	-$2.21K	0.02%	369
2025 Q2	$150K	Buy	11,620 +1,271	+12%	+$16.6K	0.03%	350
2025 Q1	$137K	Sell	10,349 -679	-6%	-$9.03K	0.03%	322
2024 Q4	$142K	Sell	11,028 -240	-2%	-$3.1K	0.03%	298
2024 Q3	$149K	Sell	11,268 -1,158	-9%	-$14.8K	0.03%	300
2024 Q2	$155K	Buy	12,426 +710	+6%	+$8.81K	0.04%	283
2024 Q1	$146K	Sell	11,716 -9,448	-45%	-$116K	0.04%	275
2023 Q4	$252K	Sell	21,164 -8,104	-28%	-$97.4K	0.07%	238
2023 Q3	$349K	Buy	+29,268	New	+$347K	0.11%	207

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

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

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

AAM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ignite Planners's FINS Position: Q4 2025 in Review

Ignite Planners sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q4 2025, closing a stake of 11,452 shares — an estimated $150K sold.

Ignite Planners first reported a position in FINS in Q3 2023 and held it in 9 quarters. The position peaked at $349K in Q3 2023. 43 funds tracked by Wall St. Rank hold FINS as of Q4 2025.

Ignite Planners reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q4 2025 after selling out during the quarter.
Ignite Planners sold 11,452 Angel Oak Financial Strategies Income Term Trust shares in Q4 2025, an estimated $150K.
Ignite Planners first reported a position in Angel Oak Financial Strategies Income Term Trust in Q3 2023 and held it in 9 quarters.
Ignite Planners's Angel Oak Financial Strategies Income Term Trust position peaked at $349K in Q3 2023.
43 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q4 2025.

Based on Ignite Planners's 13F filing for Q4 2025, filed 6 Feb 2026.