Wealth Enhancement Advisory Services
FINS

Wealth Enhancement Advisory Services’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Wealth Enhancement Advisory Services’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 		$313K Hold
24,370
– – ﹤0.01% 3164
2026
Q1 		$308K Hold
24,370
– – ﹤0.01% 2747
2025
Q4 		$322K Hold
24,370
– – ﹤0.01% 2860
2025
Q3 		$323K Hold
24,370
– – ﹤0.01% 2724
2025
Q2 		$320K Hold
24,370
– – ﹤0.01% 2588
2025
Q1 		$329K Hold
24,370
– – ﹤0.01% 2377
2024
Q4 		$309K Hold
24,370
– – ﹤0.01% 2360
2024
Q3 		$322K Hold
24,370
– – ﹤0.01% 2130
2024
Q2 		$301K Hold
24,370
– – ﹤0.01% 1974
2024
Q1 		$304K Buy
24,370
+13,170
+118% +$161K ﹤0.01% 1913
2023
Q4 		$133K Buy
+11,200
New +$135K ﹤0.01% 2145

Other funds holding FINS

AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MHIP
Mountain Hill Investment Partners Atlantic Highlands, New Jersey $177M AUM 2.52% 1-Year Est. Return

Wealth Enhancement Advisory Services's FINS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services held its Angel Oak Financial Strategies Income Term Trust (FINS) position steady in Q2 2026 at 24,370 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #3164.

Wealth Enhancement Advisory Services first reported a position in FINS in Q4 2023 and has held it in 11 quarters since. The position peaked at $329K in Q1 2025. 12 funds tracked by Wall St. Rank hold FINS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 24,370 shares of Angel Oak Financial Strategies Income Term Trust worth $313K as of Q2 2026.
  • Wealth Enhancement Advisory Services left its Angel Oak Financial Strategies Income Term Trust share count unchanged in Q2 2026.
  • Angel Oak Financial Strategies Income Term Trust made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3164 holding.
  • Wealth Enhancement Advisory Services first reported a position in Angel Oak Financial Strategies Income Term Trust in Q4 2023 and has held it in 11 quarters since.
  • Wealth Enhancement Advisory Services's Angel Oak Financial Strategies Income Term Trust position peaked at $329K in Q1 2025.
  • 12 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.