Noble Wealth Management PBC’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Noble Wealth Management PBC’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 Q3	$2.73M	Sell	229,140 -2,475	-1%	-$31K	1.22%	23
2026 Q2	$2.96M	Sell	231,615 -3,855	-2%	-$49.2K	1.33%	21
2026 Q1	$3M	Sell	235,470 -350	-0.1%	-$4.57K	1.51%	15
2025 Q4	$3.12M	Sell	235,820 -11,215	-5%	-$147K	1.57%	14
2025 Q3	$3.24M	Buy	+247,035	New	+$3.24M	1.72%	13
2025 Q1	$2.61M	Buy	193,715 +3,050	+2%	+$40.6K	1.79%	11
2024 Q4	$2.42M	Buy	+190,665	New	+$2.47M	1.68%	16

Other funds holding FINS

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return

Closed-End Fund Advisors Richmond, Virginia $96.2M AUM 6.01% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $536M AUM 16.77% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Summit Asset Management Memphis, Tennessee $777M AUM 10.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Live Oak Private Wealth Wilmington, North Carolina $827M AUM 17.32% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Noble Wealth Management PBC's FINS Position: Q3 2026 in Review

Noble Wealth Management PBC reduced its Angel Oak Financial Strategies Income Term Trust (FINS) stake by 1.1% in Q3 2026, selling an estimated $31K and leaving 229,140 shares worth $2.73M. The position accounts for 1.22% of the portfolio, ranked #23.

Noble Wealth Management PBC first reported a position in FINS in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.24M in Q3 2025. 18 funds tracked by Wall St. Rank hold FINS as of Q3 2026.

Noble Wealth Management PBC held 229,140 shares of Angel Oak Financial Strategies Income Term Trust worth $2.73M as of Q3 2026.
Noble Wealth Management PBC sold 2,475 Angel Oak Financial Strategies Income Term Trust shares in Q3 2026, an estimated $31K.
Angel Oak Financial Strategies Income Term Trust made up 1.22% of Noble Wealth Management PBC's portfolio in Q3 2026, its #23 holding.
Noble Wealth Management PBC first reported a position in Angel Oak Financial Strategies Income Term Trust in Q4 2024 and has held it in 7 quarters since.
Noble Wealth Management PBC's Angel Oak Financial Strategies Income Term Trust position peaked at $3.24M in Q3 2025.
18 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.