Northwestern Mutual Wealth Management
FINS

Northwestern Mutual Wealth Management’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Northwestern Mutual 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
2025
Q3 		– Sell
-5,833
Closed -$75.7K – 3886
2025
Q2 		$75.7K Buy
+5,833
New +$76.1K ﹤0.01% 2095

Other funds holding FINS

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management's FINS Position: Q3 2025 in Review

Northwestern Mutual Wealth Management sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q3 2025, closing a stake of 5,833 shares — an estimated $75.7K sold.

Northwestern Mutual Wealth Management first reported a position in FINS in Q2 2025 and held it in 1 quarter. The position peaked at $75.7K in Q2 2025. 40 funds tracked by Wall St. Rank hold FINS as of Q3 2025.

  • Northwestern Mutual Wealth Management reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q3 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 5,833 Angel Oak Financial Strategies Income Term Trust shares in Q3 2025, an estimated $75.7K.
  • Northwestern Mutual Wealth Management first reported a position in Angel Oak Financial Strategies Income Term Trust in Q2 2025 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Angel Oak Financial Strategies Income Term Trust position peaked at $75.7K in Q2 2025.
  • 40 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q3 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.