Worth Asset Management’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Worth Asset Management’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
2025 Q1	–	Sell	-10,964	Closed	-$139K	–	151
2024 Q4	$139K	Buy	+10,964	New	+$142K	0.07%	135

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NFG

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Worth Asset Management's FINS Position: Q1 2025 in Review

Worth Asset Management sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q1 2025, closing a stake of 10,964 shares — an estimated $139K sold.

Worth Asset Management first reported a position in FINS in Q4 2024 and held it in 1 quarter. The position peaked at $139K in Q4 2024. 35 funds tracked by Wall St. Rank hold FINS as of Q1 2025.

Worth Asset Management reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q1 2025 after selling out during the quarter.
Worth Asset Management sold 10,964 Angel Oak Financial Strategies Income Term Trust shares in Q1 2025, an estimated $139K.
Worth Asset Management first reported a position in Angel Oak Financial Strategies Income Term Trust in Q4 2024 and held it in 1 quarter.
Worth Asset Management's Angel Oak Financial Strategies Income Term Trust position peaked at $139K in Q4 2024.
35 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q1 2025.

Based on Worth Asset Management's 13F filing for Q1 2025, filed 9 Apr 2025.