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Livermore
Livermore
ZHEN

Shaker Financial Services, LLC

SEC CIK
0001511794
Latest filing
Jul 15, 2026

FINS holding history

Angel Oak Financial Strategies Income Term Trust in every 13F filed by Shaker Financial Services, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FINS overviewAll 13F holders of FINSFull Q2 2026 holdings

Shares (Q2 2026)
29,245
Value
$374.3K
% of portfolio
0.1%
Quarters held
18
Since Q1 2021
Holdings of FINS by Shaker Financial Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202629,245$374.3K0.1%+17,291+144.6%AddedHolders
Q1 202611,954$152.4K0.1%−93,285−88.6%ReducedHolders
Q4 2025105,239$1.39M0.4%−39,737−27.4%ReducedHolders
Q3 2025144,976$1.90M0.7%−18,754−11.5%ReducedHolders
Q2 2025163,730$2.13M0.8%+30,346+22.8%AddedHolders
Q1 2025133,384$1.80M0.7%−21,284−13.8%ReducedHolders
Q4 2024154,668$1.96M0.8%+55,865+56.5%AddedHolders
Q3 202498,803$1.31M0.5%+14,732+17.5%AddedHolders
Q2 202484,071$1.04M0.4%+84,071NewHolders
Q1 20240$00.0%−33,246−100.0%Sold outHolders
Q4 202333,246$396.0K0.2%+23,225+231.8%AddedHolders
Q3 202310,021$120.7K0.1%−59,281−85.5%ReducedHolders
Q2 202369,302$818.5K0.4%+19,392+38.9%AddedHolders
Q1 202349,910$615.4K0.3%+49,910NewHolders
Q4 20220$00.0%−46,654−100.0%Sold outHolders
Q3 202246,654$625.0K0.3%+46,654NewHolders
Q1 20220$00.0%−189,976−100.0%Sold outHolders
Q4 2021189,976$3.24M1.1%+13,218+7.5%AddedHolders
Q3 2021176,758$3.01M1.2%+78,444+79.8%AddedHolders
Q2 202198,314$1.77M0.7%−74,435−43.1%ReducedHolders
Q1 2021172,749$3.01M1.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.