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XY Planning Network, Inc. → FINS
XY Planning Network, Inc. FINS Position History
Angel Oak Financial Strategies Income Term Trust • Financial Services
Quarters held
5
Latest value
$3.2M
Q3 2026
Peak value
$3.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.2M |
| Q4 2025 | $2.4M |
| Q1 2026 | $3.2M |
| Q2 2026 | $3.5M |
| Q3 2026 | $3.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.2M | 62.9K | — | — |
| Q2 2026 | $3.5M | 68.3K | — | — |
| Q1 2026 | $3.2M | 63.6K | — | — |
| Q4 2025 | $2.4M | 47.0K | — | — |
| Q3 2025 | $2.2M | 43.5K | — | — |
Other funds holding FINS
$70.5M
$52.6M