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Able Wealth Management LLC → FINS
Able Wealth Management LLC FINS Position History
Angel Oak Financial Strategies Income Term Trust • Financial Services
Quarters held
5
Latest value
$6.1M
Q3 2026
Peak value
$8.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7.4M |
| Q4 2025 | $5M |
| Q1 2026 | $8.1M |
| Q2 2026 | $7.8M |
| Q3 2026 | $6.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.1M | 119.3K | — | — |
| Q2 2026 | $7.8M | 152.2K | — | — |
| Q1 2026 | $8.1M | 159.1K | — | — |
| Q4 2025 | $5M | 98.1K | — | — |
| Q3 2025 | $7.4M | 145.5K | — | — |
Other funds holding FINS
$70.5M
$52.6M