NWMP
FINS

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
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

AW
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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MHIP
Mountain Hill Investment Partners Atlantic Highlands, New Jersey $177M AUM 2.52% 1-Year Est. Return

Noble Wealth Management PBC's FINS Position: Q2 2026 in Review

Noble Wealth Management PBC reduced its Angel Oak Financial Strategies Income Term Trust (FINS) stake by 1.6% in Q2 2026, selling an estimated $49.2K and leaving 231,615 shares worth $2.96M. The position accounts for 1.33% of the portfolio, ranked #21.

Noble Wealth Management PBC first reported a position in FINS in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.24M in Q3 2025. 12 funds tracked by Wall St. Rank hold FINS as of Q2 2026.

  • Noble Wealth Management PBC held 231,615 shares of Angel Oak Financial Strategies Income Term Trust worth $2.96M as of Q2 2026.
  • Noble Wealth Management PBC sold 3,855 Angel Oak Financial Strategies Income Term Trust shares in Q2 2026, an estimated $49.2K.
  • Angel Oak Financial Strategies Income Term Trust made up 1.33% of Noble Wealth Management PBC's portfolio in Q2 2026, its #21 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 6 quarters since.
  • Noble Wealth Management PBC's Angel Oak Financial Strategies Income Term Trust position peaked at $3.24M in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.