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PFG Investments’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

PFG Investments’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 		– Sell
-10,080
Closed -$129K – 1309
2026
Q1 		$129K Hold
10,080
– – 0.01% 1114
2025
Q4 		$133K Buy
10,080
+5
+0% +$66 0.01% 1067
2025
Q3 		$132K Buy
+10,075
New +$132K 0.01% 1029

Other funds holding FINS

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

PFG Investments's FINS Position: Q2 2026 in Review

PFG Investments sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q2 2026, closing a stake of 10,080 shares — an estimated $129K sold.

PFG Investments first reported a position in FINS in Q3 2025 and held it in 3 quarters. The position peaked at $133K in Q4 2025. 43 funds tracked by Wall St. Rank hold FINS as of Q2 2026.

  • PFG Investments reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q2 2026 after selling out during the quarter.
  • PFG Investments sold 10,080 Angel Oak Financial Strategies Income Term Trust shares in Q2 2026, an estimated $129K.
  • PFG Investments first reported a position in Angel Oak Financial Strategies Income Term Trust in Q3 2025 and held it in 3 quarters.
  • PFG Investments's Angel Oak Financial Strategies Income Term Trust position peaked at $133K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.