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

Lido Advisors’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	$172K	Hold	13,467	–	–	﹤0.01%	1803
2025 Q4	$177K	Hold	13,467	–	–	﹤0.01%	1787
2025 Q3	$177K	Hold	13,467	–	–	﹤0.01%	1695
2025 Q2	$175K	Hold	13,467	–	–	﹤0.01%	1538
2025 Q1	$182K	Hold	13,467	–	–	﹤0.01%	1404
2024 Q4	$171K	Hold	13,467	–	–	﹤0.01%	1400
2024 Q3	$178K	Hold	13,467	–	–	﹤0.01%	1359
2024 Q2	$167K	Hold	13,467	–	–	﹤0.01%	1305
2024 Q1	$168K	Hold	13,467	–	–	﹤0.01%	1284
2023 Q4	$160K	Buy	+13,467	New	+$162K	﹤0.01%	1251

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

Lido Advisors's FINS Position: Q1 2026 in Review

Lido Advisors held its Angel Oak Financial Strategies Income Term Trust (FINS) position steady in Q1 2026 at 13,467 shares worth $172K. The position accounts for ﹤0.01% of the portfolio, ranked #1803.

Lido Advisors first reported a position in FINS in Q4 2023 and has held it in 10 quarters since. The position peaked at $182K in Q1 2025. 43 funds tracked by Wall St. Rank hold FINS as of Q1 2026.

Lido Advisors held 13,467 shares of Angel Oak Financial Strategies Income Term Trust worth $172K as of Q1 2026.
Lido Advisors left its Angel Oak Financial Strategies Income Term Trust share count unchanged in Q1 2026.
Angel Oak Financial Strategies Income Term Trust made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1803 holding.
Lido Advisors first reported a position in Angel Oak Financial Strategies Income Term Trust in Q4 2023 and has held it in 10 quarters since.
Lido Advisors's Angel Oak Financial Strategies Income Term Trust position peaked at $182K in Q1 2025.
43 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.