Back to FINS

STEEL GROVE CAPITAL ADVISORS, LLC → FINS

STEEL GROVE CAPITAL ADVISORS, LLC FINS Position History

Angel Oak Financial Strategies Income Term Trust • Financial Services

Quarters held
5
Latest value
$12.8M
Q3 2026
Peak value
$14M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$8.3M
Q4 2025$14M
Q1 2026$13.9M
Q2 2026$10.6M
Q3 2026$12.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$12.8M253.1K——
Q2 2026$10.6M207.6K——
Q1 2026$13.9M273.2K——
Q4 2025$14M273.3K——
Q3 2025$8.3M162.0K——

Other funds holding FINS

Other STEEL GROVE CAPITAL ADVISORS, LLC positions

VGES

VANGUARD S&P 500 ETF

$257.2M
VGES

VANGUARD S&P 500 ETF

$252.3M
VGES

VANGUARD S&P 500 ETF

$224.2M
VGES

VANGUARD S&P 500 ETF

$217.2M
VGES

VANGUARD S&P 500 ETF

$196.2M
QQQ

INVESCO QQQ TRUST SERIES I

$191.2M
QQQ

INVESCO QQQ TRUST SERIES I

$189.9M
QQQ

INVESCO QQQ TRUST SERIES I

$158.7M