Saba Capital Management’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Saba Capital 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
2023 Q4	–	Sell	-469,649	Closed	-$5.65M	–	503
2023 Q3	$5.65M	Buy	469,649 +24,644	+6%	+$292K	0.14%	137
2023 Q2	$5.26M	Sell	445,005 -192,000	-30%	-$2.3M	0.14%	154
2023 Q1	$7.85M	Buy	637,005 +173,251	+37%	+$2.24M	0.15%	203
2022 Q4	$5.94M	Buy	463,754 +351,359	+313%	+$4.55M	0.08%	366
2022 Q3	$1.51M	Buy	112,395 +18,357	+20%	+$262K	0.02%	656
2022 Q2	$1.37M	Buy	+94,038	New	+$1.39M	0.02%	693
2020 Q2	–	Sell	-34,689	Closed	-$593K	–	132
2020 Q1	$593K	Buy	+34,689	New	+$686K	0.03%	126

Other funds holding FINS

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

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

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

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

Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return

Wolverine Trading

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 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

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

Equitec Proprietary Markets Chicago, Illinois $187M AUM 179.87% 1-Year Est. Return