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KESTRA PRIVATE WEALTH SERVICES, LLC → FINS
KESTRA PRIVATE WEALTH SERVICES, LLC FINS Position History
Angel Oak Financial Strategies Income Term Trust • Financial Services
Quarters held
5
Latest value
$10.7M
Q3 2026
Peak value
$10.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8.7M |
| Q4 2025 | $8.9M |
| Q1 2026 | $9.4M |
| Q2 2026 | $9.5M |
| Q3 2026 | $10.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10.7M | 210.0K | — | — |
| Q2 2026 | $9.5M | 186.6K | — | — |
| Q1 2026 | $9.4M | 184.4K | — | — |
| Q4 2025 | $8.9M | 174.6K | — | — |
| Q3 2025 | $8.7M | 169.9K | — | — |
Other funds holding FINS
$70.5M
$52.6M