TPWM
FINS

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

Twelve Points 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
2026
Q2 		$989K Sell
77,263
-1,887
-2% -$24.1K 0.2% 99
2026
Q1 		$1.01M Buy
79,150
+7,626
+11% +$99.5K 0.22% 93
2025
Q4 		$943K Sell
71,524
-14,288
-17% -$187K 0.21% 97
2025
Q3 		$1.12M Sell
85,812
-414
-0.5% -$5.43K 0.28% 88
2025
Q2 		$1.12M Sell
86,226
-308
-0.4% -$4.02K 0.3% 85
2025
Q1 		$1.17M Sell
86,534
-867
-1% -$11.5K 0.32% 71
2024
Q4 		$1.11M Sell
87,401
-9,345
-10% -$121K 0.32% 73
2024
Q3 		$1.28M Sell
96,746
-45
-0% -$574 0.4% 59
2024
Q2 		$1.2M Hold
96,791
– – 0.42% 59
2024
Q1 		$1.21M Sell
96,791
-2,094
-2% -$25.6K 0.44% 57
2023
Q4 		$1.18M Sell
98,885
-9,344
-9% -$112K 0.56% 54
2023
Q3 		$1.3M Sell
108,229
-869
-0.8% -$10.3K 0.65% 45
2023
Q2 		$1.29M Sell
109,098
-488
-0.4% -$5.84K 0.69% 44
2023
Q1 		$1.35M Sell
109,586
-1,680
-2% -$21.7K 0.78% 36
2022
Q4 		$1.43M Sell
111,266
-722
-0.6% -$9.34K 0.97% 23
2022
Q3 		$1.5M Sell
111,988
-1,614
-1% -$23K 1.17% 17
2022
Q2 		$1.66M Sell
113,602
-609
-0.5% -$9K 1.28% 12
2022
Q1 		$1.8M Sell
114,211
-14,678
-11% -$239K 1.35% 10
2021
Q4 		$2.2M Buy
+128,889
New +$2.17M 1.78% 6

Other funds holding FINS

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Twelve Points Wealth Management's FINS Position: Q2 2026 in Review

Twelve Points Wealth Management reduced its Angel Oak Financial Strategies Income Term Trust (FINS) stake by 2.4% in Q2 2026, selling an estimated $24.1K and leaving 77,263 shares worth $989K. The position accounts for 0.2% of the portfolio, ranked #99.

Twelve Points Wealth Management first reported a position in FINS in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.2M in Q4 2021. 44 funds tracked by Wall St. Rank hold FINS as of Q2 2026.

  • Twelve Points Wealth Management held 77,263 shares of Angel Oak Financial Strategies Income Term Trust worth $989K as of Q2 2026.
  • Twelve Points Wealth Management sold 1,887 Angel Oak Financial Strategies Income Term Trust shares in Q2 2026, an estimated $24.1K.
  • Angel Oak Financial Strategies Income Term Trust made up 0.2% of Twelve Points Wealth Management's portfolio in Q2 2026, its #99 holding.
  • Twelve Points Wealth Management first reported a position in Angel Oak Financial Strategies Income Term Trust in Q4 2021 and has held it in 19 quarters since.
  • Twelve Points Wealth Management's Angel Oak Financial Strategies Income Term Trust position peaked at $2.2M in Q4 2021.
  • 44 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q2 2026.

Based on Twelve Points Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.