IWC
FINS

Integrated Wealth Concepts’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Integrated Wealth Concepts’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 		$46.1K Buy
+3,600
New +$46K ﹤0.01% 3437

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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
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

Integrated Wealth Concepts's FINS Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Angel Oak Financial Strategies Income Term Trust (FINS) in Q2 2026: 3,600 shares worth $46.1K. The stake represents ﹤0.01% of the portfolio and ranks #3437 among its holdings.

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

  • Integrated Wealth Concepts held 3,600 shares of Angel Oak Financial Strategies Income Term Trust worth $46.1K as of Q2 2026.
  • Angel Oak Financial Strategies Income Term Trust was a new Integrated Wealth Concepts position in Q2 2026.
  • Angel Oak Financial Strategies Income Term Trust made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3437 holding.
  • 44 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.