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Twelve Points Wealth Management LLC → FINS
Twelve Points Wealth Management LLC FINS Position History
Angel Oak Financial Strategies Income Term Trust • Financial Services
Quarters held
4
Latest value
$635K
Q3 2026
Peak value
$1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $943K |
| Q1 2026 | $1M |
| Q2 2026 | $989K |
| Q3 2026 | $635K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $635K | 53.5K | — | — |
| Q2 2026 | $989K | 77.3K | — | — |
| Q1 2026 | $1M | 79.2K | — | — |
| Q4 2025 | $943K | 71.5K | — | — |
Other funds holding FINS
$70.5M
$52.6M