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 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 $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 $1.94B AUM 25.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Twelve Points Wealth Management's FINS Position: Q1 2026 in Review

Twelve Points Wealth Management increased its Angel Oak Financial Strategies Income Term Trust (FINS) stake by 11% in Q1 2026, buying an estimated $99.5K and bringing the position to 79,150 shares worth $1.01M. The position accounts for 0.22% of the portfolio, ranked #93.

Twelve Points Wealth Management first reported a position in FINS in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.2M in Q4 2021. 43 funds tracked by Wall St. Rank hold FINS as of Q1 2026.

Twelve Points Wealth Management held 79,150 shares of Angel Oak Financial Strategies Income Term Trust worth $1.01M as of Q1 2026.
Twelve Points Wealth Management bought 7,626 Angel Oak Financial Strategies Income Term Trust shares in Q1 2026, an estimated $99.5K.
Angel Oak Financial Strategies Income Term Trust made up 0.22% of Twelve Points Wealth Management's portfolio in Q1 2026, its #93 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 18 quarters since.
Twelve Points Wealth Management's Angel Oak Financial Strategies Income Term Trust position peaked at $2.2M in Q4 2021.
43 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q1 2026.

Based on Twelve Points Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.