FINS Angel Oak Financial Strategies Income Term Trust Common Shares of Beneficial Interest
$12.60
Price · Aug 19, 2026
52W Range
$12–$14
19% of range
Analyst Rating
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Price Target
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P/E (TTM)
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ROE
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Net Profit Margin
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FINS Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$12.60
Market Cap
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P/E (TTM)
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EPS (TTM)
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Revenue (TTM)
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Div Yield
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ROE
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Debt/Equity
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52W Range
$12 – $14
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10-Year Performance Revenue, net income, margins and EPS trends
Revenue & Net Income
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EPS
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Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Metric
5Y trend
FINS
Peer Median
Profitability Gross, operating and net margins; ROE, ROA, ROIC
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5Y trend
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Financial Health Debt, liquidity, solvency — balance sheet strength
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Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
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5Y trend
FINS
Peer Median
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
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Peer Median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield
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Payout Ratio
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5Y Div CAGR
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| Ex-date | Amount |
|---|---|
| July 17, 2026 | $0.1150 |
| June 16, 2026 | $0.1150 |
| May 15, 2026 | $0.1150 |
| April 16, 2026 | $0.1150 |
| March 17, 2026 | $0.1150 |
| Feb. 13, 2026 | $0.1150 |
| Jan. 16, 2026 | $0.1150 |
| Dec. 17, 2025 | $0.1150 |
| Nov. 14, 2025 | $0.1150 |
| Oct. 17, 2025 | $0.1150 |
| Sept. 16, 2025 | $0.1150 |
| Aug. 15, 2025 | $0.1150 |
| July 17, 2025 | $0.1090 |
| June 16, 2025 | $0.1090 |
| May 2, 2025 | $0.1090 |
| April 16, 2025 | $0.1090 |
| March 4, 2025 | $0.1090 |
| Feb. 14, 2025 | $0.1090 |
| Jan. 17, 2025 | $0.1090 |
| Dec. 17, 2024 | $0.1090 |
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Institutional owners (13F) 47 filers · $143.5M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 9 (+3 vs prior Q) | 6 (+3 vs prior Q) | 15 (+3 vs prior Q) | 8 (-6 vs prior Q) | +2.1M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| Karpus Management, Inc. | $59,579,866 | 4,654,677 | 41.52% | Shares |
| WELLS FARGO & COMPANY/MN | $14,164,021 | 1,106,564 | 9.87% | Shares |
| Atlas Wealth LLC | $14,080,051 | 1,100,004 | 9.81% | Shares |
| UBS Group AG | $9,061,862 | 707,958 | 6.31% | Shares |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $6,200,896 | 484,445 | 4.32% | Shares |
| ROYAL BANK OF CANADA | $5,343,000 | 417,457 | 3.72% | Shares |
| STIFEL FINANCIAL CORP | $4,908,505 | 383,477 | 3.42% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $3,849,949 | 300,777 | 2.68% | Shares |
| RIVERBRIDGE PARTNERS LLC | $3,012,646 | 235,363 | 2.10% | Shares |
| Noble Wealth Management PBC | $2,964,672 | 231,615 | 2.07% | Shares |
| Thomas J. Herzfeld Advisors, Inc. | $2,846,592 | 222,390 | 1.98% | Shares |
| FIRST TRUST ADVISORS LP | $2,604,313 | 203,462 | 1.81% | Shares |
| LPL Financial LLC | $2,306,862 | 180,224 | 1.61% | Shares |
| Closed-End Fund Advisors, Inc. | $1,521,254 | 118,848 | 1.06% | Shares |
| Advisors Asset Management, Inc. | $1,290,384 | 101,605 | 0.90% | Shares |
| Dakota Wealth Management | $996,288 | 77,835 | 0.69% | Shares |
| Twelve Points Wealth Management LLC | $988,966 | 77,263 | 0.69% | Shares |
| Focus Partners Wealth | $944,372 | 73,779 | 0.66% | Shares |
| RAYMOND JAMES FINANCIAL INC | $913,834 | 71,393 | 0.64% | Shares |
| &PARTNERS | $721,613 | 56,376 | 0.50% | Shares |
| Carnick & Kubik Group, LLC | $584,358 | 43,350 | 0.41% | Shares |
| Cetera Investment Advisers | $556,308 | 43,462 | 0.39% | Shares |
| Invesco Ltd. | $541,862 | 42,333 | 0.38% | Shares |
| Corient Private Wealth LP | $520,525 | 40,666 | 0.36% | Shares |
| CHOREO, LLC | $385,293 | 30,101 | 0.27% | Shares |
| Shaker Financial Services, LLC | $374,336 | 29,245 | 0.26% | Shares |
| Summit Asset Management, LLC | $332,800 | 26,000 | 0.23% | Shares |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $312,667 | 24,370 | 0.22% | Shares |
| Live Oak Private Wealth LLC | $277,376 | 21,670 | 0.19% | Shares |
| Mayflower Financial Advisors, LLC | $239,360 | 18,700 | 0.17% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $144,678 | 11,303 | 0.10% | Shares |
| Private Advisor Group, LLC | $141,299 | 11,039 | 0.10% | Shares |
| SIT INVESTMENT ASSOCIATES INC | $140,322 | 10,962,663 | 0.10% | Shares |
| CITADEL ADVISORS LLC | $138,995 | 10,859 | 0.10% | Shares |
| Mariner, LLC | $128,013 | 10,001 | 0.09% | Shares |
| Arax Advisory Partners | $116,275 | 9,084 | 0.08% | Shares |
| FIFTH THIRD BANCORP | $56,909 | 4,446 | 0.04% | Shares |
| IFG Advisory, LLC | $51,316 | 4,009 | 0.04% | Shares |
| Integrated Wealth Concepts LLC | $46,080 | 3,600 | 0.03% | Shares |
| Mountain Hill Investment Partners Corp. | $42,662 | 3,333 | 0.03% | Shares |
| GHP Investment Advisors, Inc. | $31,875 | 2,500 | 0.02% | Shares |
| OSAIC HOLDINGS, INC. | $15,573 | 1,216 | 0.01% | Shares |
| Rockefeller Capital Management L.P. | $15,194 | 1,187 | 0.01% | Shares |
| N.E.W. Advisory Services LLC | $4,570 | 357 | 0.00% | Shares |
| HIGHLINE WEALTH PARTNERS LLC | $3,840 | 300 | 0.00% | Shares |
| COMERICA BANK | $1,572 | 119 | 0.00% | Shares |
| MORGAN STANLEY | $145 | 11 | 0.00% | Shares |
Company insiders 2 insiders · 0 officers · 1 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Alvin R Albe Jr | Director | May 22, 2025 P | 20,000 | 0 | 0 | $0 |
| Daniel Asher | — | Feb. 11, 2021 S | 1,029,454 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
Activists & 5%+ owners 1 position
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| KARPUS MANAGEMENT, INC. | July 16, 2025 | 16.50% | Initial filing | Passive investment | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
ETF ownership Held by 1 ETF
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| FCEF · First Trust Exchange-Traded Fund VI… | 2.14% | 131,132 NS | May 31, 2026 | N-PORT |