FINS

Angel Oak Financial Strategies Income Term Trust

FINS

Market cap $450M

Overview Fund Activity

13.46 USD

+0.14

1.05%

At close Updated Sep 12, 4:00 PM EDT

1 day

1.05%

5 days

1.43%

1 month

2.05%

3 months

4.42%

6 months

1.51%

Year to date

4.99%

1 year

2.67%

5 years

-19.74%

10 years

-32.7%

About: Angel Oak Financial Strats Income Term is a non-diversified, closed-end management investment company. The fund's objective is to seek current income with a secondary objective of total return. In pursuing its investment objective, the fund invests mainly in debt issued by financial institutions, including subordinated debt, unrated debt, senior debt, and high-yield securities.

Financials Asset Management

0

Funds holding %

of 7,462 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

200% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 7

100% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 2 (+1) [Q2]

44% more capital invested

Capital invested by funds: $194M [Q1] → $279M (+$84.6M) [Q2]

28.22% more ownership

Funds ownership: 57.48% [Q1] → 85.7% (+28.22%) [Q2]

11% more funds holding

Funds holding: 35 [Q1] → 39 (+4) [Q2]

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Financial journalist opinion

Based on 6 articles about FINS published over the past 30 days

Angel Oak Financial Strategies Income Term Trust Announces Recommendations to Vote “FOR” its New Investment Advisory Agreement from ISS, Glass Lewis and Egan-Jones

ATLANTA--(BUSINESS WIRE)---- $FINS--Angel Oak Financial Strategies Income Term Trust Announces Recommendations to Vote “FOR” its New Investment Advisory Agreement.

Angel Oak Financial Strategies Income Term Trust Announces Recommendations to Vote “FOR” its New Investment Advisory Agreement from ISS, Glass Lewis and Egan-Jones

CEF Weekly Review: The FINS Cage Match

We review the CEF market valuation and performance through the last week of August and highlight recent market action. CEF sectors rallied in August, but fixed-income CEF discounts remain historically expensive, warranting caution for new buyers. Angel Oak Financial Strategies Income Term Trust (FINS) faces shareholder drama, but its underperformance claims are overstated; liquidation could benefit shareholders via discount compression.

CEF Weekly Review: The FINS Cage Match

Angel Oak Financial Strategies Income Term Trust Files Presentation Showcasing the New Investment Advisory Agreement

ATLANTA--(BUSINESS WIRE)--Angel Oak Financial Strategies Income Term Trust Files Presentation Showcasing the New Investment Advisory Agreement.

Angel Oak Financial Strategies Income Term Trust Files Presentation Showcasing the New Investment Advisory Agreement

Angel Oak Financial Strategies Income Term Trust Declares September 2025 Distribution

ATLANTA--(BUSINESS WIRE)--Angel Oak Financial Strategies Income Term Trust Declares September 2025 Distribution.

Angel Oak Financial Strategies Income Term Trust Declares September 2025 Distribution

Concerned Investor Issues Letter to Angel Oak Financial Strategies Income Term Trust (FINS) Shareholders Regarding the Need to Vote AGAINST a New Investment Advisory Agreement at Special Meeting

Announces intent to vote AGAINST a new investment advisory agreement with incumbent investment adviser Angel Oak Capital Advisors, LLC FINS share price has declined by over 35% since inception (2019) and adviser Angel Oak Capital Advisors, LLC should be held accountable WASHINGTON , Aug. 26, 2025 /PRNewswire/ -- Trevor Montano ("Mr. Montano" or "I") today issued the letter below to shareholders of Angel Oak Financial Strategies Income Term Trust (NYSE: FINS) ("FINS" or the "Fund") outlining the reasons why shareholders should join Mr.

Concerned Investor Issues Letter to Angel Oak Financial Strategies Income Term Trust (FINS) Shareholders Regarding the Need to Vote AGAINST a New Investment Advisory Agreement at Special Meeting

Angel Oak Financial Strategies Income Term Trust Files Definitive Proxy for Special Meeting

ATLANTA--(BUSINESS WIRE)---- $FINS--Angel Oak Financial Strategies Income Term Trust files definitive proxy for Special Meeting.

Angel Oak Financial Strategies Income Term Trust Files Definitive Proxy for Special Meeting

Angel Oak Financial Strategies Income Term Trust Declares August 2025 Distribution

ATLANTA--(BUSINESS WIRE)---- $FINS--Angel Oak Financial Strategies Income Term Trust declares August 2025 Distribution.

Angel Oak Financial Strategies Income Term Trust Declares August 2025 Distribution

FINS: Trades At A Discount But Troubled NAV Growth

Angel Oak Financial Strats Income Term offers high income and sector exposure but struggles with inconsistent earnings and declining NAV due to the current interest rate environment. The fund's 10% yield is attractive, but distribution sustainability is questionable as payouts increasingly rely on return of capital and net realized gains. FINS trades at a discount to NAV, yet its performance is closely tied to interest rate trends and faces limited potential for capital appreciation.

FINS: Trades At A Discount But Troubled NAV Growth

Angel Oak Financial Strategies Income Term Trust Sets Record Date and Date for Special Meeting of Shareholders

ATLANTA--(BUSINESS WIRE)---- $FINS--Angel Oak Financial Strategies Income Term Trust sets Record Date and date for Special Meeting of shareholders.

Angel Oak Financial Strategies Income Term Trust Sets Record Date and Date for Special Meeting of Shareholders

Angel Oak Financial Strategies Income Term Trust Announces Certified Results from 2025 Annual Meeting of Shareholders

ATLANTA--(BUSINESS WIRE)--Angel Oak Financial Strategies Income Term Trust Announces Certified Results from 2025 Annual Meeting of Shareholders.

Angel Oak Financial Strategies Income Term Trust Announces Certified Results from 2025 Annual Meeting of Shareholders

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