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RFG Advisory, LLC FINS Position History
Angel Oak Financial Strategies Income Term Trust • Financial Services
Quarters held
10
Latest value
$432K
Q3 2026
Peak value
$1.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1M |
| Q3 2025 | $377K |
| Q4 2025 | $1.1M |
| Q4 2025 | $202K |
| Q1 2026 | $1.2M |
| Q1 2026 | $644K |
| Q2 2026 | $1.3M |
| Q2 2026 | $467K |
| Q3 2026 | $1.4M |
| Q3 2026 | $432K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $432K | 8.5K | — | — |
| Q3 2026 | $1.4M | 175.7K | — | — |
| Q2 2026 | $467K | 9.2K | — | — |
| Q2 2026 | $1.3M | 146.5K | — | — |
| Q1 2026 | $644K | 12.6K | — | — |
| Q1 2026 | $1.2M | 135.5K | — | — |
| Q4 2025 | $202K | 3.9K | — | — |
| Q4 2025 | $1.1M | 129.1K | — | — |
| Q3 2025 | $377K | 7.4K | — | — |
| Q3 2025 | $1M | 117.9K | — | — |
Other funds holding FINS
$70.5M
$52.6M