LPL Financial
FINS

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

LPL Financial’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 		$2.31M Buy
180,224
+2,579
+1% +$32.9K ﹤0.01% 3600
2026
Q1 		$2.26M Sell
177,645
-5,470
-3% -$71.4K ﹤0.01% 3382
2025
Q4 		$2.42M Buy
183,115
+4,153
+2% +$54.4K ﹤0.01% 3215
2025
Q3 		$2.35M Sell
178,962
-383
-0.2% -$5.03K ﹤0.01% 3177
2025
Q2 		$2.33M Buy
179,345
+44,660
+33% +$583K ﹤0.01% 2985
2025
Q1 		$1.82M Buy
134,685
+1,835
+1% +$24.4K ﹤0.01% 3034
2024
Q4 		$1.69M Buy
132,850
+1,284
+1% +$16.6K ﹤0.01% 3022
2024
Q3 		$1.74M Sell
131,566
-201
-0.2% -$2.56K ﹤0.01% 2867
2024
Q2 		$1.63M Buy
131,767
+2,850
+2% +$35.4K ﹤0.01% 2795
2024
Q1 		$1.61M Sell
128,917
-11,832
-8% -$145K ﹤0.01% 2735
2023
Q4 		$1.68M Sell
140,749
-10,223
-7% -$123K ﹤0.01% 2581
2023
Q3 		$1.82M Sell
150,972
-12,688
-8% -$150K ﹤0.01% 2379
2023
Q2 		$1.93M Sell
163,660
-26,714
-14% -$320K ﹤0.01% 2284
2023
Q1 		$2.35M Sell
190,374
-14,844
-7% -$192K ﹤0.01% 2009
2022
Q4 		$2.63M Sell
205,218
-4,317
-2% -$55.9K ﹤0.01% 1872
2022
Q3 		$2.81M Sell
209,535
-1,976
-0.9% -$28.2K ﹤0.01% 1752
2022
Q2 		$3.08M Sell
211,511
-4,114
-2% -$60.8K ﹤0.01% 1707
2022
Q1 		$3.4M Sell
215,625
-117
-0.1% -$1.9K ﹤0.01% 1672
2021
Q4 		$3.68M Sell
215,742
-57,079
-21% -$960K ﹤0.01% 1654
2021
Q3 		$4.64M Buy
272,821
+18,278
+7% +$331K ﹤0.01% 1449
2021
Q2 		$4.58M Buy
254,543
+21,255
+9% +$384K ﹤0.01% 1396
2021
Q1 		$4.06M Buy
233,288
+5,683
+2% +$98.6K ﹤0.01% 1361
2020
Q4 		$3.83M Buy
227,605
+4,196
+2% +$70.5K 0.01% 1261
2020
Q3 		$3.76M Buy
223,409
+23,074
+12% +$382K 0.01% 1096
2020
Q2 		$3.39M Buy
200,335
+12,173
+6% +$204K 0.01% 1059
2020
Q1 		$3.22M Buy
188,162
+31,285
+20% +$619K 0.01% 929
2019
Q4 		$3.25M Buy
156,877
+85,486
+120% +$1.75M 0.01% 1060
2019
Q3 		$1.44M Buy
+71,391
New +$1.44M ﹤0.01% 1478

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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
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

LPL Financial's FINS Position: Q2 2026 in Review

LPL Financial increased its Angel Oak Financial Strategies Income Term Trust (FINS) stake by 1.5% in Q2 2026, buying an estimated $32.9K and bringing the position to 180,224 shares worth $2.31M. The position accounts for ﹤0.01% of the portfolio, ranked #3600.

LPL Financial first reported a position in FINS in Q3 2019 and has held it in 28 quarters since. The position peaked at $4.64M in Q3 2021. 43 funds tracked by Wall St. Rank hold FINS as of Q2 2026.

  • LPL Financial held 180,224 shares of Angel Oak Financial Strategies Income Term Trust worth $2.31M as of Q2 2026.
  • LPL Financial bought 2,579 Angel Oak Financial Strategies Income Term Trust shares in Q2 2026, an estimated $32.9K.
  • Angel Oak Financial Strategies Income Term Trust made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3600 holding.
  • LPL Financial first reported a position in Angel Oak Financial Strategies Income Term Trust in Q3 2019 and has held it in 28 quarters since.
  • LPL Financial's Angel Oak Financial Strategies Income Term Trust position peaked at $4.64M in Q3 2021.
  • 43 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.