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 $1.66T AUM 25.57% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

NFG

Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 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.