MHIP
FINS

Mountain Hill Investment Partners’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Mountain Hill Investment Partners’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 		$42.7K Hold
3,333
– – 0.02% 70
2026
Q1 		$42.5K Hold
3,333
– – 0.03% 69
2025
Q4 		$44K Hold
3,333
– – 0.03% 64
2025
Q3 		$43.7K Hold
3,333
– – 0.04% 63
2025
Q2 		$43.3K Buy
3,333
+833
+33% +$10.9K 0.04% 69
2025
Q1 		$33.7K Hold
2,500
– – 0.03% 75
2024
Q4 		$31.8K Buy
+2,500
New +$32.3K 0.03% 76

Other funds holding FINS

NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Mountain Hill Investment Partners's FINS Position: Q2 2026 in Review

Mountain Hill Investment Partners held its Angel Oak Financial Strategies Income Term Trust (FINS) position steady in Q2 2026 at 3,333 shares worth $42.7K. The position accounts for 0.02% of the portfolio, ranked #70.

Mountain Hill Investment Partners first reported a position in FINS in Q4 2024 and has held it in 7 quarters since. The position peaked at $44K in Q4 2025. 9 funds tracked by Wall St. Rank hold FINS as of Q2 2026.

  • Mountain Hill Investment Partners held 3,333 shares of Angel Oak Financial Strategies Income Term Trust worth $42.7K as of Q2 2026.
  • Mountain Hill Investment Partners left its Angel Oak Financial Strategies Income Term Trust share count unchanged in Q2 2026.
  • Angel Oak Financial Strategies Income Term Trust made up 0.02% of Mountain Hill Investment Partners's portfolio in Q2 2026, its #70 holding.
  • Mountain Hill Investment Partners first reported a position in Angel Oak Financial Strategies Income Term Trust in Q4 2024 and has held it in 7 quarters since.
  • Mountain Hill Investment Partners's Angel Oak Financial Strategies Income Term Trust position peaked at $44K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q2 2026.

Based on Mountain Hill Investment Partners's 13F filing for Q2 2026, filed 16 Jul 2026.