PI
FINS

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
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 $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

PFG Investments's FINS Position: Q1 2026 in Review

PFG Investments held its Angel Oak Financial Strategies Income Term Trust (FINS) position steady in Q1 2026 at 10,080 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #1114.

PFG Investments first reported a position in FINS in Q3 2025 and has held it in 3 quarters since. The position peaked at $133K in Q4 2025. 43 funds tracked by Wall St. Rank hold FINS as of Q1 2026.

  • PFG Investments held 10,080 shares of Angel Oak Financial Strategies Income Term Trust worth $129K as of Q1 2026.
  • PFG Investments left its Angel Oak Financial Strategies Income Term Trust share count unchanged in Q1 2026.
  • Angel Oak Financial Strategies Income Term Trust made up 0.01% of PFG Investments's portfolio in Q1 2026, its #1114 holding.
  • PFG Investments first reported a position in Angel Oak Financial Strategies Income Term Trust in Q3 2025 and has held it in 3 quarters since.
  • 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 Q1 2026.

Based on PFG Investments's 13F filing for Q1 2026, filed 27 Apr 2026.