CWM, LLC

SEC CIK: 0001535847
Latest filing: May 14, 2026

SEC filings (opens in a new tab)

FINS holding history

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

FINS overview All 13F holders of FINS Full Q1 2026 holdings

Shares (Q3 2023): 0; Sold out in Q3 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2023

Holdings of FINS by CWM, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2023	0	$0	0.0%	−1,100−100.0%	Sold out	Holders
Q2 2023	1,100	$13.0K	<0.1%	+875+388.9%	Added	Holders
Q1 2023	225	$3.00K	<0.1%	+225	New	Holders