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ALTFEST L J & CO INC FINS Position History
Angel Oak Financial Strategies Income Term Trust • Financial Services
Quarters held
4
Latest value
$271K
Q3 2026
Peak value
$15M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $14.8M |
| Q1 2026 | $15M |
| Q2 2026 | $10.6M |
| Q3 2026 | $271K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $271K | 33.2K | — | — |
| Q2 2026 | $10.6M | 1.23M | — | — |
| Q1 2026 | $15M | 1.73M | — | — |
| Q4 2025 | $14.8M | 1.69M | — | — |
Other funds holding FINS
$70.5M
$52.6M