Angel Oak Financial Strategies Income Term Trust
FINS- Exchange
- NYSE
- SEC CIK
- 0001745059
In the last 90 days, Angel Oak Financial Strategies Income Term Trust insiders filed 2 open-market purchases and 0 sales; 43 institutions reported holding it in 13F filings for Q2 2026, worth $297.8M in total; no superinvestor holds it.
Q2 2024 vs. Q1 2024
How the institutions holding Angel Oak Financial Strategies Income Term Trust changed between Q1 2024 and Q2 2024.
All holders in Q2 2024All holders in Q1 2024
| Measure | Q1 2024 | Of which not filed for Q2 2024 | Q2 2024 | Change |
|---|---|---|---|---|
| Holders | 33 | 1 | 34 | +2 |
| Shares | 11.9M | 500 | 12.9M | +923.8K (+7.7%) |
| Value | $149.1M | $6.25K | $159.2M | +$10.0M (+6.7%) |
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (4)
Institutions that held Angel Oak Financial Strategies Income Term Trust at the end of Q2 2024 but not at the end of Q1 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Atlas Wealth LLC | 818,837 | $10.1M | 1.57% |
| Shaker Financial Services, LLC | 84,071 | $1.04M | 0.42% |
| Parkside Financial Bank & Trust | 800 | $9.90K | 0.00% |
| Fifth Third Bancorp | 15 | $186 | 0.00% |
Sold out (2)
Institutions that held Angel Oak Financial Strategies Income Term Trust at the end of Q1 2024 and filed for Q2 2024 without it.
| Institution | Shares, Q1 2024 | Value, Q1 2024 |
|---|---|---|
| Equitec Proprietary Markets, LLC | 111,001 | $1.39M |
| Catalina Capital Group, LLC | 13,065 | $163.2K |
Not filed for Q2 2024 yet (1)
Institutions that held Angel Oak Financial Strategies Income Term Trust at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2024 | Value, Q1 2024 |
|---|---|---|
| Highlander Capital Management, LLC | 500 | $6.25K |