Back to FINS
Gradient Investments LLC → FINS
Gradient Investments LLC FINS Position History
Angel Oak Financial Strategies Income Term Trust • Financial Services
Quarters held
5
Latest value
$52.6M
Q3 2026
Peak value
$70.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $70.5M |
| Q4 2025 | $97K |
| Q1 2026 | $55M |
| Q2 2026 | $51.8M |
| Q3 2026 | $52.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $52.6M | 1.04M | — | — |
| Q2 2026 | $51.8M | 1.02M | — | — |
| Q1 2026 | $55M | 1.08M | — | — |
| Q4 2025 | $97K | 11.1K | — | — |
| Q4 2025 | $70.5M | 1.38M | — | — |