SPIA
FINS

Steward Partners Investment Advisory’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Steward Partners Investment Advisory’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
Q1 		– Sell
-1,417
Closed -$18K – 4059
2024
Q4 		$18K Sell
1,417
-1,583
-53% -$20.5K ﹤0.01% 2846
2024
Q3 		$39.7K Buy
3,000
+1,583
+112% +$20.2K ﹤0.01% 2351
2024
Q2 		$17.5K Hold
1,417
– – ﹤0.01% 2586
2024
Q1 		$17.7K Hold
1,417
– – ﹤0.01% 2566
2023
Q4 		$16.9K Buy
1,417
+1,231
+662% +$14.8K ﹤0.01% 2477
2023
Q3 		$2.24K Hold
186
– – ﹤0.01% 3061
2023
Q2 		$2.2K Hold
186
– – ﹤0.01% 3011
2023
Q1 		$2.29K Hold
186
– – ﹤0.01% 2989
2022
Q4 		$2.38K Hold
186
– – ﹤0.01% 2986
2022
Q3 		$2K Hold
186
– – ﹤0.01% 3013
2022
Q2 		$3K Hold
186
– – ﹤0.01% 2911
2022
Q1 		$3K Hold
186
– – ﹤0.01% 3013
2021
Q4 		$3K Hold
186
– – ﹤0.01% 2940
2021
Q3 		$3K Hold
186
– – ﹤0.01% 2920
2021
Q2 		$3K Hold
186
– – ﹤0.01% 6771
2021
Q1 		$3.24K Hold
186
– – ﹤0.01% 3117
2020
Q4 		$3K Sell
186
-49
-21% -$824 ﹤0.01% 2624
2020
Q3 		$4K Hold
235
– – ﹤0.01% 2423
2020
Q2 		$4K Hold
235
– – ﹤0.01% 2319
2020
Q1 		$4K Hold
235
– – ﹤0.01% 2137
2019
Q4 		$4K Buy
+235
New +$4.8K ﹤0.01% 2295

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
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
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Steward Partners Investment Advisory's FINS Position: Q1 2025 in Review

Steward Partners Investment Advisory sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q1 2025, closing a stake of 1,417 shares — an estimated $18K sold.

Steward Partners Investment Advisory first reported a position in FINS in Q4 2019 and held it in 21 quarters. The position peaked at $39.7K in Q3 2024. 35 funds tracked by Wall St. Rank hold FINS as of Q1 2025.

  • Steward Partners Investment Advisory reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q1 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,417 Angel Oak Financial Strategies Income Term Trust shares in Q1 2025, an estimated $18K.
  • Steward Partners Investment Advisory first reported a position in Angel Oak Financial Strategies Income Term Trust in Q4 2019 and held it in 21 quarters.
  • Steward Partners Investment Advisory's Angel Oak Financial Strategies Income Term Trust position peaked at $39.7K in Q3 2024.
  • 35 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q1 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2025, filed 13 May 2025.