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 Q3	$290K	Hold	24,370	–	–	﹤0.01%	3387
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

Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $722M AUM 7.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nations Financial Group Cedar Rapids, Iowa $2.01B AUM 24.56% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Thomas J. Herzfeld Advisors Miami Beach, Florida $286M AUM 7.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Wealth Enhancement Advisory Services's FINS Position: Q3 2026 in Review

Wealth Enhancement Advisory Services held its Angel Oak Financial Strategies Income Term Trust (FINS) position steady in Q3 2026 at 24,370 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #3387.

Wealth Enhancement Advisory Services first reported a position in FINS in Q4 2023 and has held it in 12 quarters since. The position peaked at $329K in Q1 2025. 35 funds tracked by Wall St. Rank hold FINS as of Q3 2026.

Wealth Enhancement Advisory Services held 24,370 shares of Angel Oak Financial Strategies Income Term Trust worth $290K as of Q3 2026.
Wealth Enhancement Advisory Services left its Angel Oak Financial Strategies Income Term Trust share count unchanged in Q3 2026.
Angel Oak Financial Strategies Income Term Trust made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3387 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 12 quarters since.
Wealth Enhancement Advisory Services's Angel Oak Financial Strategies Income Term Trust position peaked at $329K in Q1 2025.
35 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.