Back to FINS
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → FINS
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC FINS Position History
Angel Oak Financial Strategies Income Term Trust • Financial Services
Quarters held
10
Latest value
$344.1M
Q3 2026
Peak value
$558.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $323K |
| Q3 2025 | $500.6M |
| Q4 2025 | $322K |
| Q4 2025 | $558.3M |
| Q1 2026 | $308K |
| Q1 2026 | $422.1M |
| Q2 2026 | $313K |
| Q2 2026 | $492.8M |
| Q3 2026 | $290K |
| Q3 2026 | $344.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $344.1M | 6.92M | — | — |
| Q3 2026 | $290K | 24.4K | — | — |
| Q2 2026 | $492.8M | 9.76M | — | — |
| Q2 2026 | $313K | 24.4K | — | — |
| Q1 2026 | $422.1M | 8.37M | — | — |
| Q1 2026 | $308K | 24.4K | — | — |
| Q4 2025 | $558.3M | 10.91M | — | — |
| Q4 2025 | $322K | 24.4K | — | — |
| Q3 2025 | $500.6M | 9.78M | — | — |
| Q3 2025 | $323K | 24.4K | — | — |