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RMR Wealth Builders FINS Position History
Angel Oak Financial Strategies Income Term Trust • Financial Services
Quarters held
3
Latest value
$418K
Q3 2026
Peak value
$912K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $912K |
| Q2 2026 | $619K |
| Q3 2026 | $418K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $418K | 8.2K | — | — |
| Q2 2026 | $619K | 12.1K | — | — |
| Q1 2026 | $912K | 17.8K | — | — |
Other funds holding FINS
$70.5M
$52.6M