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COMMONWEALTH EQUITY SERVICES, LLC → FINS
COMMONWEALTH EQUITY SERVICES, LLC FINS Position History
Angel Oak Financial Strategies Income Term Trust • Financial Services
Quarters held
6
Latest value
$2.8M
Q3 2026
Peak value
$6.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $135K |
| Q4 2025 | $6.9M |
| Q1 2026 | $132K |
| Q1 2026 | $806K |
| Q2 2026 | $1.8M |
| Q3 2026 | $2.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.8M | 55.6K | — | — |
| Q2 2026 | $1.8M | 35.8K | — | — |
| Q1 2026 | $806K | 15.8K | — | — |
| Q1 2026 | $132K | 10.3K | — | — |
| Q4 2025 | $6.9M | 134.2K | — | — |
| Q4 2025 | $135K | 10.2K | — | — |
Other funds holding FINS
$70.5M
$52.6M