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 Q3	$259K	Hold	21,670	–	–	0.03%	186
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

Nations Financial Group Cedar Rapids, Iowa $2.01B AUM 24.56% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return

Closed-End Fund Advisors Richmond, Virginia $96.2M AUM 6.01% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $536M AUM 16.77% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Summit Asset Management Memphis, Tennessee $777M AUM 10.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Live Oak Private Wealth's FINS Position: Q3 2026 in Review

Live Oak Private Wealth held its Angel Oak Financial Strategies Income Term Trust (FINS) position steady in Q3 2026 at 21,670 shares worth $259K. The position accounts for 0.03% of the portfolio, ranked #186.

Live Oak Private Wealth first reported a position in FINS in Q1 2022 and has held it in 19 quarters since. The position peaked at $286K in Q4 2025. 18 funds tracked by Wall St. Rank hold FINS as of Q3 2026.

Live Oak Private Wealth held 21,670 shares of Angel Oak Financial Strategies Income Term Trust worth $259K as of Q3 2026.
Live Oak Private Wealth left its Angel Oak Financial Strategies Income Term Trust share count unchanged in Q3 2026.
Angel Oak Financial Strategies Income Term Trust made up 0.03% of Live Oak Private Wealth's portfolio in Q3 2026, its #186 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 19 quarters since.
Live Oak Private Wealth's Angel Oak Financial Strategies Income Term Trust position peaked at $286K in Q4 2025.
18 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q3 2026.

Based on Live Oak Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.