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

Invesco’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	$542K	Sell	42,333 -291	-0.7%	-$3.72K	﹤0.01%	3206
2026 Q1	$543K	Buy	42,624 +2,897	+7%	+$37.8K	﹤0.01%	3129
2025 Q4	$525K	Buy	+39,727	New	+$521K	﹤0.01%	3178
2021 Q2	–	Sell	-183,480	Closed	-$3.2M	–	3984
2021 Q1	$3.2M	Sell	183,480 -3,264	-2%	-$56.6K	﹤0.01%	2580
2020 Q4	$3.15M	Sell	186,744 -11,343	-6%	-$191K	﹤0.01%	2421
2020 Q3	$3.34M	Buy	+198,087	New	+$3.28M	﹤0.01%	2224

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

Invesco's FINS Position: Q2 2026 in Review

Invesco reduced its Angel Oak Financial Strategies Income Term Trust (FINS) stake by 0.68% in Q2 2026, selling an estimated $3.72K and leaving 42,333 shares worth $542K. The position accounts for ﹤0.01% of the portfolio, ranked #3206.

Invesco first reported a position in FINS in Q3 2020 and has held it in 6 quarters since. The position peaked at $3.34M in Q3 2020. 44 funds tracked by Wall St. Rank hold FINS as of Q2 2026.

Invesco held 42,333 shares of Angel Oak Financial Strategies Income Term Trust worth $542K as of Q2 2026.
Invesco sold 291 Angel Oak Financial Strategies Income Term Trust shares in Q2 2026, an estimated $3.72K.
Angel Oak Financial Strategies Income Term Trust made up ﹤0.01% of Invesco's portfolio in Q2 2026, its #3206 holding.
Invesco first reported a position in Angel Oak Financial Strategies Income Term Trust in Q3 2020 and has held it in 6 quarters since.
Invesco's Angel Oak Financial Strategies Income Term Trust position peaked at $3.34M in Q3 2020.
44 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q2 2026.

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