Back to FINS
Kestra Advisory Services, LLC → FINS
Kestra Advisory Services, LLC FINS Position History
Angel Oak Financial Strategies Income Term Trust • Financial Services
Quarters held
7
Latest value
$9.4M
Q3 2026
Peak value
$9.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $835K |
| Q4 2025 | $931K |
| Q4 2025 | $53K |
| Q1 2026 | $8.7M |
| Q2 2026 | $9.3M |
| Q3 2026 | $83K |
| Q3 2026 | $9.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.4M | 185.7K | — | — |
| Q3 2026 | $83K | 10.2K | — | — |
| Q2 2026 | $9.3M | 183.2K | — | — |
| Q1 2026 | $8.7M | 169.9K | — | — |
| Q4 2025 | $53K | 4.0K | — | — |
| Q4 2025 | $931K | 18.2K | — | — |
| Q3 2025 | $835K | 16.3K | — | — |
Other funds holding FINS
$70.5M
$52.6M