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.
Q1 2025 vs. Q4 2024
How the institutions holding Angel Oak Financial Strategies Income Term Trust changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Q1 2025 | Change |
|---|---|---|---|
| Holders | 38 | 35 | −3 |
| Shares | 14.2M | 14.4M | +250.0K (+1.8%) |
| Value | $179.8M | $194.2M | +$14.4M (+8.0%) |
New holders (2)
Institutions that held Angel Oak Financial Strategies Income Term Trust at the end of Q1 2025 but not at the end of Q4 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Wiley Bros.-Aintree Capital, LLC | 14,900 | $201.3K | 0.00% |
| N.E.W. Advisory Services LLC | 714 | $9.63K | 0.00% |
Sold out (5)
Institutions that held Angel Oak Financial Strategies Income Term Trust at the end of Q4 2024 and filed for Q1 2025 without it.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Jefferies Financial Group Inc. | 25,000 | $317.5K |
| D.A. Davidson & Co. | 12,800 | $162.6K |
| Worth Asset Management, LLC | 10,964 | $139.2K |
| Readystate Asset Management LP | 10,848 | $137.8K |
| Steward Partners Investment Advisory, LLC | 1,417 | $18.0K |