Pekin Hardy Strauss’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Pekin Hardy Strauss’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
2023 Q2	–	Sell	-12,952	Closed	-$160K	–	324
2023 Q1	$160K	Hold	12,952	–	–	0.02%	285
2022 Q4	$166K	Sell	12,952 -6,578	-34%	-$85.1K	0.02%	286
2022 Q3	$262K	Buy	19,530 +700	+4%	+$9.99K	0.04%	249
2022 Q2	$275K	Sell	18,830 -5,960	-24%	-$88.1K	0.04%	251
2022 Q1	$391K	Buy	24,790 +3,000	+14%	+$48.8K	0.05%	253
2021 Q4	$372K	Buy	+21,790	New	+$367K	0.05%	247

Other funds holding FINS

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NFG

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

EPM

Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return

Pekin Hardy Strauss's FINS Position: Q2 2023 in Review

Pekin Hardy Strauss sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q2 2023, closing a stake of 12,952 shares — an estimated $160K sold.

Pekin Hardy Strauss first reported a position in FINS in Q4 2021 and held it in 6 quarters. The position peaked at $391K in Q1 2022. 35 funds tracked by Wall St. Rank hold FINS as of Q2 2023.

Pekin Hardy Strauss reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q2 2023 after selling out during the quarter.
Pekin Hardy Strauss sold 12,952 Angel Oak Financial Strategies Income Term Trust shares in Q2 2023, an estimated $160K.
Pekin Hardy Strauss first reported a position in Angel Oak Financial Strategies Income Term Trust in Q4 2021 and held it in 6 quarters.
Pekin Hardy Strauss's Angel Oak Financial Strategies Income Term Trust position peaked at $391K in Q1 2022.
35 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q2 2023.

Based on Pekin Hardy Strauss's 13F filing for Q2 2023, filed 8 Aug 2023.