N.E.W. Advisory Services’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

N.E.W. Advisory Services’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	$4.57K	Hold	357	–	–	﹤0.01%	751
2026 Q1	$4.55K	Hold	357	–	–	﹤0.01%	747
2025 Q4	$4.72K	Hold	357	–	–	﹤0.01%	713
2025 Q3	$4.68K	Hold	357	–	–	﹤0.01%	669
2025 Q2	$4.63K	Sell	357 -357	-50%	-$4.66K	﹤0.01%	662
2025 Q1	$9.63K	Buy	+714	New	+$9.5K	﹤0.01%	621

Other funds holding FINS

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CEFA

Closed-End Fund Advisors Richmond, Virginia $102M AUM

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return

N.E.W. Advisory Services's FINS Position: Q2 2026 in Review

N.E.W. Advisory Services held its Angel Oak Financial Strategies Income Term Trust (FINS) position steady in Q2 2026 at 357 shares worth $4.57K. The position accounts for ﹤0.01% of the portfolio, ranked #751.

N.E.W. Advisory Services first reported a position in FINS in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.63K in Q1 2025. 23 funds tracked by Wall St. Rank hold FINS as of Q2 2026.

N.E.W. Advisory Services held 357 shares of Angel Oak Financial Strategies Income Term Trust worth $4.57K as of Q2 2026.
N.E.W. Advisory Services left its Angel Oak Financial Strategies Income Term Trust share count unchanged in Q2 2026.
Angel Oak Financial Strategies Income Term Trust made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #751 holding.
N.E.W. Advisory Services first reported a position in Angel Oak Financial Strategies Income Term Trust in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's Angel Oak Financial Strategies Income Term Trust position peaked at $9.63K in Q1 2025.
23 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.