Angel Oak Financial Strategies Income Term Trust

FINSNYSE

$11.96+0.05 (+0.42%)as of Oct 2, 2026

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Insider buy

Insider sell

Congress buy

Congress sell

Hedge Funds
bought vs soldGreener markers show more buyers; redder markers show more sellers.

Company share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size.

Insider buy
Insider sell
Congress buy
Congress sell
Hedge Funds bought vs sold

Share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size. Greener fund markers mean more buyers.

Insider Buy
Insider Sell
Congress Buy
Congress Sell
Hedge funds bought vs sold
BuybackNo changeNet dilution

Angel Oak Financial Strategies Income Term Trust price and activity chart data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-8.6%). 0 insider or congressional trades plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
Date	Category	Person	Role	Action	Amount	Change in holding

Largest institutional holders

13F · Q2 2026

Fund	% of company held	Value	% of portfolio	Quarterly activity
Sit Investment Associates Inc	Not reported	$140M	2.66%	Add 0.82%
Karpus Management, Inc.	Not reported	$59.6M	1.71%	Not reported
Wells Fargo & Company	Not reported	$16.5M	0.00%	Not reported
Atlas Wealth LLC	Not reported	$14.1M	2.01%	New Not reported
UBS Group AG	Not reported	$9.06M	0.00%	Not reported
Morgan Stanley	Not reported	$8.03M	0.00%	Not reported
Nations Financial Group Inc, /Ia/	Not reported	$6.2M	0.30%	Not reported
Royal Bank of Canada	Not reported	$5.34M	0.00%	Not reported
Stifel Financial Corp	Not reported	$4.91M	0.00%	Not reported
Advisors Asset Management, Inc.	Not reported	$4.5M	0.07%	Not reported
Envestnet Asset Management Inc	Not reported	$3.85M	0.00%	Not reported
Riverbridge Partners LLC	Not reported	$3.01M	0.08%	Add 0.81%
Noble Wealth Management PBC	Not reported	$2.96M	1.33%	Reduce 1.64%
Thomas J. Herzfeld Advisors, Inc.	Not reported	$2.85M	0.87%	Add 14.97%
First Trust Advisors LP	Not reported	$2.6M	0.00%	Add 0.19%
LPL Financial LLC	Not reported	$2.31M	0.00%	Not reported
Closed-End Fund Advisors, Inc.	Not reported	$1.52M	1.49%	Reduce 1.53%
Dakota Wealth Management	Not reported	$996K	0.02%	Not reported
Twelve Points Wealth Management LLC	Not reported	$989K	0.20%	Reduce 2.38%
Osaic Holdings, Inc.	Not reported	$977K	0.00%	Not reported
Focus Partners Wealth	Not reported	$944K	0.00%	Not reported
Raymond James Financial Inc	Not reported	$939K	0.00%	Not reported
&Partners	Not reported	$722K	0.00%	Add 3.77%
Cetera Investment Advisers	Not reported	$556K	0.00%	Not reported
Invesco Ltd.	Not reported	$542K	0.00%	Not reported
Corient Private Wealth LP	Not reported	$521K	0.00%	Not reported
Choreo, LLC	Not reported	$385K	0.00%	Add 15.68%
Shaker Financial Services, LLC	Not reported	$374K	0.12%	Add 144.65%
Summit Asset Management, LLC	Not reported	$333K	0.04%	Not reported
Wealth Enhancement Advisory Services, LLC	Not reported	$313K	0.00%	Not reported
Live Oak Private Wealth LLC	Not reported	$277K	0.03%	Not reported
Rockefeller Capital Management L.P.	Not reported	$254K	0.00%	Not reported
Mayflower Financial Advisors, LLC	Not reported	$239K	0.02%	Not reported
Susquehanna International Group, LLP	Not reported	$145K	0.00%	Not reported
Private Advisor Group, LLC	Not reported	$141K	0.00%	Not reported
Citadel Advisors LLC	Not reported	$139K	0.00%	Not reported
Mariner, LLC	Not reported	$128K	0.00%	Not reported
Fifth Third Bancorp	Not reported	$56.9K	0.00%	Not reported
IFG Advisory, LLC	Not reported	$51.3K	0.00%	New Not reported
Integrated Wealth Concepts LLC	Not reported	$46.1K	0.00%	Not reported
Mountain Hill Investment Partners Corp.	Not reported	$42.7K	0.02%	Not reported
N.E.W. Advisory Services LLC	Not reported	$4.57K	0.00%	Not reported
Highline Wealth Partners LLC	Not reported	$3.84K	0.00%	Not reported

End of history · 43 holders

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