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Wealth Enhancement Trust Services, Inc. → FINS
Wealth Enhancement Trust Services, Inc. FINS Position History
Angel Oak Financial Strategies Income Term Trust • Financial Services
Quarters held
10
Latest value
$1.7M
Q3 2026
Peak value
$1.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $290K |
| Q4 2025 | $102K |
| Q1 2026 | $289K |
| Q1 2026 | $108K |
| Q2 2026 | $290K |
| Q2 2026 | $102K |
| Q2 2026 | $296K |
| Q2 2026 | $107K |
| Q3 2026 | $219K |
| Q3 2026 | $1.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.7M | 33.6K | — | — |
| Q3 2026 | $219K | 4.3K | — | — |
| Q2 2026 | $107K | 2.1K | — | — |
| Q2 2026 | $296K | 5.8K | — | — |
| Q2 2026 | $102K | 2.0K | — | — |
| Q2 2026 | $290K | 5.7K | — | — |
| Q1 2026 | $108K | 2.1K | — | — |
| Q1 2026 | $289K | 5.7K | — | — |
| Q4 2025 | $102K | 2.0K | — | — |
| Q4 2025 | $290K | 5.7K | — | — |
Other funds holding FINS
$70.5M
$52.6M