Marks Group Wealth Management’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Marks Group Wealth Management’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
2023 Q1	–	Sell	-77,501	Closed	-$993K	–	281
2022 Q4	$993K	Buy	77,501 +4,399	+6%	+$56.9K	0.14%	158
2022 Q3	$980K	Hold	73,102	–	–	0.15%	153
2022 Q2	$1.07M	Buy	73,102 +1,102	+2%	+$16.3K	0.15%	152
2022 Q1	$1.14M	Hold	72,000	–	–	0.14%	154
2021 Q4	$1.23M	Buy	+72,000	New	+$1.21M	0.15%	149

Other funds holding FINS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $722M AUM 7.22% 1-Year Est. Return

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Thomas J. Herzfeld Advisors Miami Beach, Florida $286M AUM 7.72% 1-Year Est. Return

Marks Group Wealth Management's FINS Position: Q1 2023 in Review

Marks Group Wealth Management sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q1 2023, closing a stake of 77,501 shares — an estimated $993K sold.

Marks Group Wealth Management first reported a position in FINS in Q4 2021 and held it in 5 quarters. The position peaked at $1.23M in Q4 2021. 42 funds tracked by Wall St. Rank hold FINS as of Q1 2023.

Marks Group Wealth Management reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q1 2023 after selling out during the quarter.
Marks Group Wealth Management sold 77,501 Angel Oak Financial Strategies Income Term Trust shares in Q1 2023, an estimated $993K.
Marks Group Wealth Management first reported a position in Angel Oak Financial Strategies Income Term Trust in Q4 2021 and held it in 5 quarters.
Marks Group Wealth Management's Angel Oak Financial Strategies Income Term Trust position peaked at $1.23M in Q4 2021.
42 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q1 2023.

Based on Marks Group Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.