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 Q2	–	Sell	-13,467	Closed	-$172K	–	2182
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 $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

Lido Advisors's FINS Position: Q2 2026 in Review

Lido Advisors sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q2 2026, closing a stake of 13,467 shares — an estimated $172K sold.

Lido Advisors first reported a position in FINS in Q4 2023 and held it in 10 quarters. The position peaked at $182K in Q1 2025. 44 funds tracked by Wall St. Rank hold FINS as of Q2 2026.

Lido Advisors reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q2 2026 after selling out during the quarter.
Lido Advisors sold 13,467 Angel Oak Financial Strategies Income Term Trust shares in Q2 2026, an estimated $172K.
Lido Advisors first reported a position in Angel Oak Financial Strategies Income Term Trust in Q4 2023 and held it in 10 quarters.
Lido Advisors's Angel Oak Financial Strategies Income Term Trust position peaked at $182K in Q1 2025.
44 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.