SWM
FINS

Spire Wealth Management’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Spire Wealth 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
Q2 		– Sell
-281
Closed -$3.46K – 2435
2023
Q1 		$3.46K Buy
+281
New +$3.63K ﹤0.01% 2126

Other funds holding FINS

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return

Spire Wealth Management's FINS Position: Q2 2023 in Review

Spire Wealth Management sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q2 2023, closing a stake of 281 shares — an estimated $3.46K sold.

Spire Wealth Management first reported a position in FINS in Q1 2023 and held it in 1 quarter. The position peaked at $3.46K in Q1 2023. 35 funds tracked by Wall St. Rank hold FINS as of Q2 2023.

  • Spire Wealth Management reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q2 2023 after selling out during the quarter.
  • Spire Wealth Management sold 281 Angel Oak Financial Strategies Income Term Trust shares in Q2 2023, an estimated $3.46K.
  • Spire Wealth Management first reported a position in Angel Oak Financial Strategies Income Term Trust in Q1 2023 and held it in 1 quarter.
  • Spire Wealth Management's Angel Oak Financial Strategies Income Term Trust position peaked at $3.46K in Q1 2023.
  • 35 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.