LOPW
FINS

Live Oak Private Wealth’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Live Oak Private Wealth’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 		$277K Hold
21,670
– – 0.03% 181
2026
Q1 		$276K Hold
21,670
– – 0.04% 177
2025
Q4 		$286K Hold
21,670
– – 0.04% 165
2025
Q3 		$284K Hold
21,670
– – 0.04% 162
2025
Q2 		$281K Buy
21,670
+11,040
+104% +$144K 0.04% 158
2025
Q1 		$143K Hold
10,630
– – 0.02% 183
2024
Q4 		$135K Hold
10,630
– – 0.02% 178
2024
Q3 		$141K Hold
10,630
– – 0.02% 173
2024
Q2 		$131K Hold
10,630
– – 0.02% 169
2024
Q1 		$133K Hold
10,630
– – 0.02% 164
2023
Q4 		$127K Hold
10,630
– – 0.02% 164
2023
Q3 		$128K Hold
10,630
– – 0.03% 155
2023
Q2 		$126K Hold
10,630
– – 0.03% 162
2023
Q1 		$131K Hold
10,630
– – 0.03% 158
2022
Q4 		$136K Hold
10,630
– – 0.03% 166
2022
Q3 		$142K Hold
10,630
– – 0.03% 168
2022
Q2 		$155K Hold
10,630
– – 0.03% 168
2022
Q1 		$168K Buy
+10,630
New +$173K 0.03% 165

Other funds holding FINS

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
MHIP
Mountain Hill Investment Partners Atlantic Highlands, New Jersey $177M AUM 2.52% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Live Oak Private Wealth's FINS Position: Q2 2026 in Review

Live Oak Private Wealth held its Angel Oak Financial Strategies Income Term Trust (FINS) position steady in Q2 2026 at 21,670 shares worth $277K. The position accounts for 0.03% of the portfolio, ranked #181.

Live Oak Private Wealth first reported a position in FINS in Q1 2022 and has held it in 18 quarters since. The position peaked at $286K in Q4 2025. 8 funds tracked by Wall St. Rank hold FINS as of Q2 2026.

  • Live Oak Private Wealth held 21,670 shares of Angel Oak Financial Strategies Income Term Trust worth $277K as of Q2 2026.
  • Live Oak Private Wealth left its Angel Oak Financial Strategies Income Term Trust share count unchanged in Q2 2026.
  • Angel Oak Financial Strategies Income Term Trust made up 0.03% of Live Oak Private Wealth's portfolio in Q2 2026, its #181 holding.
  • Live Oak Private Wealth first reported a position in Angel Oak Financial Strategies Income Term Trust in Q1 2022 and has held it in 18 quarters since.
  • Live Oak Private Wealth's Angel Oak Financial Strategies Income Term Trust position peaked at $286K in Q4 2025.
  • 8 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.