TW
FINS

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

Transform Wealth’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 		$584K Buy
43,350
+550
+1% +$7.32K 0.04% 159
2024
Q4 		$544K Buy
+42,800
New +$553K 0.03% 178

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

Transform Wealth's FINS Position: Q1 2025 in Review

Transform Wealth increased its Angel Oak Financial Strategies Income Term Trust (FINS) stake by 1.3% in Q1 2025, buying an estimated $7.32K and bringing the position to 43,350 shares worth $584K. The position accounts for 0.04% of the portfolio, ranked #159.

Transform Wealth first reported a position in FINS in Q4 2024 and has held it in 2 quarters since. 35 funds tracked by Wall St. Rank hold FINS as of Q1 2025.

  • Transform Wealth held 43,350 shares of Angel Oak Financial Strategies Income Term Trust worth $584K as of Q1 2025.
  • Transform Wealth bought 550 Angel Oak Financial Strategies Income Term Trust shares in Q1 2025, an estimated $7.32K.
  • Angel Oak Financial Strategies Income Term Trust made up 0.04% of Transform Wealth's portfolio in Q1 2025, its #159 holding.
  • Transform Wealth first reported a position in Angel Oak Financial Strategies Income Term Trust in Q4 2024 and has held it in 2 quarters since.
  • 35 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.