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

Kestra Advisory Services’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	–	Sell	-4,000	Closed	-$52.8K	–	3549
2025 Q4	$52.8K	Buy	+4,000	New	+$52.4K	﹤0.01%	3902

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

Kestra Advisory Services's FINS Position: Q1 2026 in Review

Kestra Advisory Services sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q1 2026, closing a stake of 4,000 shares — an estimated $52.8K sold.

Kestra Advisory Services first reported a position in FINS in Q4 2025 and held it in 1 quarter. The position peaked at $52.8K in Q4 2025. 43 funds tracked by Wall St. Rank hold FINS as of Q1 2026.

Kestra Advisory Services reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 4,000 Angel Oak Financial Strategies Income Term Trust shares in Q1 2026, an estimated $52.8K.
Kestra Advisory Services first reported a position in Angel Oak Financial Strategies Income Term Trust in Q4 2025 and held it in 1 quarter.
Kestra Advisory Services's Angel Oak Financial Strategies Income Term Trust position peaked at $52.8K in Q4 2025.
43 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.