Wolverine Trading’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Wolverine Trading’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
2024 Q1	–	Sell	-415,601	Closed	-$4.95M	–	4729
2023 Q4	$4.95M	Hold	415,601	–	–	0.01%	1101
2023 Q3	$5M	Hold	415,601	–	–	0.01%	1012
2023 Q2	$4.92M	Hold	415,601	–	–	0.01%	916
2023 Q1	$5.14M	Hold	415,601	–	–	0.01%	831
2022 Q4	$5.32M	Hold	415,601	–	–	0.01%	871
2022 Q3	$5.48M	Hold	415,601	–	–	0.01%	802
2022 Q2	$6M	Hold	415,601	–	–	0.01%	741
2022 Q1	$6.53M	Hold	415,601	–	–	0.01%	914
2021 Q4	$6.86M	Sell	415,601 -16,855	-4%	-$284K	0.01%	942
2021 Q3	$7.4M	Buy	432,456 +3	+0%	+$54	0.01%	1013
2021 Q2	$7.9M	Hold	432,453	–	–	0.01%	813
2021 Q1	$7.57M	Hold	432,453	–	–	0.01%	855
2020 Q4	$7.2M	Hold	432,453	–	–	0.01%	859
2020 Q3	$7.12M	Hold	432,453	–	–	0.02%	673
2020 Q2	$7.29M	Buy	+432,453	New	+$7.23M	0.02%	609

Other funds holding FINS

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Wolverine Trading's FINS Position: Q1 2024 in Review

Wolverine Trading sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q1 2024, closing a stake of 415,601 shares — an estimated $4.95M sold.

Wolverine Trading first reported a position in FINS in Q2 2020 and held it in 15 quarters. The position peaked at $7.9M in Q2 2021. 34 funds tracked by Wall St. Rank hold FINS as of Q1 2024.

Wolverine Trading reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q1 2024 after selling out during the quarter.
Wolverine Trading sold 415,601 Angel Oak Financial Strategies Income Term Trust shares in Q1 2024, an estimated $4.95M.
Wolverine Trading first reported a position in Angel Oak Financial Strategies Income Term Trust in Q2 2020 and held it in 15 quarters.
Wolverine Trading's Angel Oak Financial Strategies Income Term Trust position peaked at $7.9M in Q2 2021.
34 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q1 2024.

Based on Wolverine Trading's 13F filing for Q1 2024, filed 15 May 2024.