SFI Advisors’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

SFI Advisors’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
2025 Q2	–	Sell	-13,513	Closed	-$182K	–	66
2025 Q1	$182K	Hold	13,513	–	–	0.13%	64
2024 Q4	$172K	Hold	13,513	–	–	0.12%	75
2024 Q3	$179K	Sell	13,513 -300	-2%	-$3.83K	0.13%	68
2024 Q2	$171K	Sell	13,813 -42,813	-76%	-$531K	0.13%	66
2024 Q1	$707K	Buy	56,626 +12,675	+29%	+$155K	0.55%	41
2023 Q4	$523K	Buy	43,951 +2,941	+7%	+$35.3K	0.45%	46
2023 Q3	$494K	Buy	41,010 +11,441	+39%	+$136K	0.48%	40
2023 Q2	$349K	Buy	29,569 +7,526	+34%	+$90.1K	0.33%	48
2023 Q1	$272K	Buy	22,043 +7,722	+54%	+$99.9K	0.27%	51
2022 Q4	$183K	Hold	14,321	–	–	0.2%	67
2022 Q3	$191K	Hold	14,321	–	–	0.22%	53
2022 Q2	$208K	Hold	14,321	–	–	0.23%	48
2022 Q1	$226	Hold	14,321	–	–	0.14%	51
2021 Q4	$248K	Buy	+14,321	New	+$241K	0.22%	45

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

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

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

NFG

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

SFI Advisors's FINS Position: Q2 2025 in Review

SFI Advisors sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q2 2025, closing a stake of 13,513 shares — an estimated $182K sold.

SFI Advisors first reported a position in FINS in Q4 2021 and held it in 14 quarters. The position peaked at $707K in Q1 2024. 39 funds tracked by Wall St. Rank hold FINS as of Q2 2025.

SFI Advisors reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q2 2025 after selling out during the quarter.
SFI Advisors sold 13,513 Angel Oak Financial Strategies Income Term Trust shares in Q2 2025, an estimated $182K.
SFI Advisors first reported a position in Angel Oak Financial Strategies Income Term Trust in Q4 2021 and held it in 14 quarters.
SFI Advisors's Angel Oak Financial Strategies Income Term Trust position peaked at $707K in Q1 2024.
39 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q2 2025.

Based on SFI Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.