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United Asset Strategies, Inc. → FINS
United Asset Strategies, Inc. FINS Position History
Angel Oak Financial Strategies Income Term Trust • Financial Services
Quarters held
4
Latest value
$992K
Q3 2026
Peak value
$1.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.3M |
| Q1 2026 | $986K |
| Q2 2026 | $986K |
| Q3 2026 | $992K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $992K | 121.4K | — | — |
| Q2 2026 | $986K | 114.3K | — | — |
| Q1 2026 | $986K | 113.8K | — | — |
| Q4 2025 | $1.3M | 144.6K | — | — |
Other funds holding FINS
$70.5M
$52.6M