WS
FINS

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

Wedbush Securities’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 		$240K Buy
18,807
+827
+5% +$10.8K 0.01% 1021
2025
Q4 		$238K Buy
17,980
+1,894
+12% +$24.8K 0.01% 1006
2025
Q3 		$211K Hold
16,086
– – 0.01% 1044
2025
Q2 		$209K Sell
16,086
-500
-3% -$6.53K 0.01% 1035
2025
Q1 		$224K Sell
16,586
-1,173
-7% -$15.6K 0.01% 959
2024
Q4 		$226K Buy
17,759
+1,900
+12% +$24.6K 0.01% 968
2024
Q3 		$210K Sell
15,859
-4,156
-21% -$53K 0.01% 974
2024
Q2 		$248K Sell
20,015
-11,995
-37% -$149K 0.01% 962
2024
Q1 		$400K Sell
32,010
-4,625
-13% -$56.5K 0.01% 734
2023
Q4 		$436K Buy
36,635
+959
+3% +$11.5K 0.02% 601
2023
Q3 		$430K Buy
35,676
+45
+0.1% +$533 0.02% 579
2023
Q2 		$421K Sell
35,631
-2,251
-6% -$26.9K 0.02% 613
2023
Q1 		$467K Buy
37,882
+38
+0.1% +$492 0.02% 561
2022
Q4 		$485K Buy
37,844
+3,603
+11% +$46.6K 0.03% 528
2022
Q3 		$459K Buy
34,241
+19,319
+129% +$276K 0.03% 538
2022
Q2 		$218K Sell
14,922
-9,689
-39% -$143K 0.01% 900
2022
Q1 		$389K Sell
24,611
-4,224
-15% -$68.7K 0.02% 679
2021
Q4 		$492K Sell
28,835
-390
-1% -$6.56K 0.02% 637
2021
Q3 		$497K Buy
29,225
+101
+0.3% +$1.83K 0.02% 616
2021
Q2 		$524K Buy
29,124
+3,338
+13% +$60.4K 0.02% 603
2021
Q1 		$449K Sell
25,786
-491
-2% -$8.52K 0.02% 621
2020
Q4 		$442K Sell
26,277
-14,902
-36% -$251K 0.04% 508
2020
Q3 		$694K Buy
41,179
+8,750
+27% +$145K 0.07% 313
2020
Q2 		$548K Buy
32,429
+3,679
+13% +$61.5K 0.05% 390
2020
Q1 		$492K Sell
28,750
-1,250
-4% -$24.7K 0.06% 356
2019
Q4 		$621K Buy
30,000
+5,500
+22% +$112K 0.06% 385
2019
Q3 		$494K Buy
24,500
+6,000
+32% +$121K 0.05% 455
2019
Q2 		$372K Buy
+18,500
New +$373K 0.04% 549

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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wedbush Securities's FINS Position: Q1 2026 in Review

Wedbush Securities increased its Angel Oak Financial Strategies Income Term Trust (FINS) stake by 4.6% in Q1 2026, buying an estimated $10.8K and bringing the position to 18,807 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #1021.

Wedbush Securities first reported a position in FINS in Q2 2019 and has held it in 28 quarters since. The position peaked at $694K in Q3 2020. 43 funds tracked by Wall St. Rank hold FINS as of Q1 2026.

  • Wedbush Securities held 18,807 shares of Angel Oak Financial Strategies Income Term Trust worth $240K as of Q1 2026.
  • Wedbush Securities bought 827 Angel Oak Financial Strategies Income Term Trust shares in Q1 2026, an estimated $10.8K.
  • Angel Oak Financial Strategies Income Term Trust made up 0.01% of Wedbush Securities's portfolio in Q1 2026, its #1021 holding.
  • Wedbush Securities first reported a position in Angel Oak Financial Strategies Income Term Trust in Q2 2019 and has held it in 28 quarters since.
  • Wedbush Securities's Angel Oak Financial Strategies Income Term Trust position peaked at $694K in Q3 2020.
  • 43 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.