LPL Financial
DYFN

LPL Financial’s Angel Oak Dynamic Financial Strategies Income Term Trust DYFN Stock Holding History

LPL Financial’s Portfolio DYFN Stock Details DYFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-15,300
Closed -$288K – 4337
2021
Q1 		$288K Buy
+15,300
New +$285K ﹤0.01% 3496

Other funds holding DYFN

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FWM
Foresight Wealth Management Draper, Utah $6.98M AUM 13.2% 1-Year Est. Return
MC
Mathes Company New York $274M AUM 33.72% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

LPL Financial's DYFN Position: Q2 2021 in Review

LPL Financial sold out of Angel Oak Dynamic Financial Strategies Income Term Trust (DYFN) in Q2 2021, closing a stake of 15,300 shares — an estimated $288K sold.

LPL Financial first reported a position in DYFN in Q1 2021 and held it in 1 quarter. The position peaked at $288K in Q1 2021. 12 funds tracked by Wall St. Rank hold DYFN as of Q2 2021.

  • LPL Financial reported no remaining Angel Oak Dynamic Financial Strategies Income Term Trust position as of Q2 2021 after selling out during the quarter.
  • LPL Financial sold 15,300 Angel Oak Dynamic Financial Strategies Income Term Trust shares in Q2 2021, an estimated $288K.
  • LPL Financial first reported a position in Angel Oak Dynamic Financial Strategies Income Term Trust in Q1 2021 and held it in 1 quarter.
  • LPL Financial's Angel Oak Dynamic Financial Strategies Income Term Trust position peaked at $288K in Q1 2021.
  • 12 funds tracked by Wall St. Rank held Angel Oak Dynamic Financial Strategies Income Term Trust as of Q2 2021.

Based on LPL Financial's 13F filing for Q2 2021, filed 13 Aug 2021.