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 2025 vs. Q1 2025
How the institutions holding Angel Oak Financial Strategies Income Term Trust changed between Q1 2025 and Q2 2025.
All holders in Q2 2025All holders in Q1 2025
| Measure | Q1 2025 | Of which not filed for Q2 2025 | Q2 2025 | Change |
|---|---|---|---|---|
| Holders | 35 | 2 | 39 | +6 |
| Shares | 14.4M | 237.1K | 21.5M | +7.31M (+51.6%) |
| Value | $194.2M | $3.20M | $278.8M | +$87.8M (+46.0%) |
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (8)
Institutions that held Angel Oak Financial Strategies Income Term Trust at the end of Q2 2025 but not at the end of Q1 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Thomas J. Herzfeld Advisors, Inc. | 203,446 | $2.64M | 0.94% |
| Kovitz Investment Group Partners, LLC | 65,218 | $846.5K | 0.00% |
| CI Private Wealth, LLC | 30,000 | $389.4K | 0.00% |
| RSM US Wealth Management LLC | 26,565 | $344.8K | 0.00% |
| Rockefeller Capital Management L.P. | 17,815 | $231.2K | 0.00% |
| HighTower Advisors, LLC | 15,334 | $199.0K | 0.00% |
| Bank of America Corp | 10,868 | $141.1K | 0.00% |
| Northwestern Mutual Wealth Management Co | 5,833 | $75.7K | 0.00% |
Sold out (2)
Institutions that held Angel Oak Financial Strategies Income Term Trust at the end of Q1 2025 and filed for Q2 2025 without it.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| SFI Advisors, LLC | 13,513 | $182.2K |
| Chicago Partners Investment Group LLC | 10,138 | $133.6K |
Not filed for Q2 2025 yet (2)
Institutions that held Angel Oak Financial Strategies Income Term Trust at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Noble Wealth Management PBC | 193,715 | $2.61M |
| Transform Wealth, LLC | 43,350 | $584.4K |