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 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 $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 $1.94B AUM 25.76% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

Invesco's FINS Position: Q1 2026 in Review

Invesco increased its Angel Oak Financial Strategies Income Term Trust (FINS) stake by 7.3% in Q1 2026, buying an estimated $37.8K and bringing the position to 42,624 shares worth $543K. The position accounts for ﹤0.01% of the portfolio, ranked #3129.

Invesco first reported a position in FINS in Q3 2020 and has held it in 5 quarters since. The position peaked at $3.34M in Q3 2020. 43 funds tracked by Wall St. Rank hold FINS as of Q1 2026.

Invesco held 42,624 shares of Angel Oak Financial Strategies Income Term Trust worth $543K as of Q1 2026.
Invesco bought 2,897 Angel Oak Financial Strategies Income Term Trust shares in Q1 2026, an estimated $37.8K.
Angel Oak Financial Strategies Income Term Trust made up ﹤0.01% of Invesco's portfolio in Q1 2026, its #3129 holding.
Invesco first reported a position in Angel Oak Financial Strategies Income Term Trust in Q3 2020 and has held it in 5 quarters since.
Invesco's Angel Oak Financial Strategies Income Term Trust position peaked at $3.34M in Q3 2020.
43 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q1 2026.

Based on Invesco's 13F filing for Q1 2026, filed 12 May 2026.