PAG
FINS

Private Advisor Group’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Private Advisor Group’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 		$141K Buy
+11,039
New +$141K ﹤0.01% 2407
2020
Q3 		– Sell
-3,750
Closed -$63K – 2216
2020
Q2 		$63K Buy
+3,750
New +$62.7K ﹤0.01% 1964

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
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 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
MHIP
Mountain Hill Investment Partners Atlantic Highlands, New Jersey $177M AUM 2.52% 1-Year Est. Return

Private Advisor Group's FINS Position: Q2 2026 in Review

Private Advisor Group opened a new position in Angel Oak Financial Strategies Income Term Trust (FINS) in Q2 2026: 11,039 shares worth $141K. The stake represents ﹤0.01% of the portfolio and ranks #2407 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in FINS as recently as Q2 2020.

Private Advisor Group first reported a position in FINS in Q2 2020 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold FINS as of Q2 2026.

  • Private Advisor Group held 11,039 shares of Angel Oak Financial Strategies Income Term Trust worth $141K as of Q2 2026.
  • Angel Oak Financial Strategies Income Term Trust was a new Private Advisor Group position in Q2 2026.
  • Angel Oak Financial Strategies Income Term Trust made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #2407 holding.
  • Private Advisor Group first reported a position in Angel Oak Financial Strategies Income Term Trust in Q2 2020 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.