WS
DYFN

Wedbush Securities’s Angel Oak Dynamic Financial Strategies Income Term Trust DYFN Stock Holding History

Wedbush Securities’s Portfolio DYFN Stock Details DYFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-15,150
Closed -$258K – 1126
2022
Q2 		$258K Buy
15,150
+2,600
+21% +$45.5K 0.01% 811
2022
Q1 		$232K Hold
12,550
– – 0.01% 921
2021
Q4 		$259K Sell
12,550
-999
-7% -$20.4K 0.01% 946
2021
Q3 		$277K Buy
13,549
+1,999
+17% +$40.9K 0.01% 903
2021
Q2 		$233K Buy
11,550
+1,000
+9% +$19.8K 0.01% 987
2021
Q1 		$199K Buy
+10,550
New +$196K 0.01% 989

Other funds holding DYFN

MC
Mathes Company New York $274M AUM 33.72% 1-Year Est. Return

Wedbush Securities's DYFN Position: Q3 2022 in Review

Wedbush Securities sold out of Angel Oak Dynamic Financial Strategies Income Term Trust (DYFN) in Q3 2022, closing a stake of 15,150 shares — an estimated $258K sold.

Wedbush Securities first reported a position in DYFN in Q1 2021 and held it in 6 quarters. The position peaked at $277K in Q3 2021. 1 fund tracked by Wall St. Rank holds DYFN as of Q3 2022.

  • Wedbush Securities reported no remaining Angel Oak Dynamic Financial Strategies Income Term Trust position as of Q3 2022 after selling out during the quarter.
  • Wedbush Securities sold 15,150 Angel Oak Dynamic Financial Strategies Income Term Trust shares in Q3 2022, an estimated $258K.
  • Wedbush Securities first reported a position in Angel Oak Dynamic Financial Strategies Income Term Trust in Q1 2021 and held it in 6 quarters.
  • Wedbush Securities's Angel Oak Dynamic Financial Strategies Income Term Trust position peaked at $277K in Q3 2021.
  • 1 fund tracked by Wall St. Rank held Angel Oak Dynamic Financial Strategies Income Term Trust as of Q3 2022.

Based on Wedbush Securities's 13F filing for Q3 2022, filed 18 Oct 2022.