Angel Oak Financial Strategies Income Term Trust (FINS)
The Angel Oak Financial Strategies Income Term Trust operates as a closed-end investment vehicle, with a primary objective of delivering current income and a secondary focus on achieving overall capital appreciation. This Trust employs an investment methodology predominantly centered on debt instruments within the banking sector, a strategy historically known for its limited correlation with other market areas. Established on June 14, 2018, its principal office is located in Atlanta, Georgia.
Industry: Asset Management - Income
Angel Oak Financial Strategies Income Term Trust
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
based on 33.42M shares outstanding
USThe Angel Oak Financial Strategies Income Term Trust operates as a closed-end investment vehicle, with a primary objective of delivering current income and a secondary focus on achieving overall capital appreciation. This Trust employs an investment methodology predominantly centered on debt instruments within the banking sector, a strategy historically known for its limited correlation with other market areas. Established on June 14, 2018, its principal office is located in Atlanta, Georgia.
Leadership
Adam Langley
President
Chase Eldredge
Chief Compliance Officer
Cheryl M. Pate
Interested Trustee
Michael Colombo
Chief Risk Officer
Employees
--
Country
US
Sector
Financial Services
Website
angeloakcapital.com
| Insider | Title | Type | Shares | Value | Date |
|---|---|---|---|---|---|
 Bortz Robert Edward III | President | Purchase | 418 | $5.0K | Oct 12, 2026 |
 Parks Kevin | -- | Purchase | 1.0K | $11.9K | Sep 25, 2026 |
| Parks Kevin | -- | Purchase | 1.0K | $12.5K | Sep 14, 2026 |
 MetLife Investment Management, LLC | 10% Owner | Purchase | 40.00M | $1600000.00B | Jul 8, 2026 |
 Cohen Ira P | Director | Purchase | 379 | $5.0K | Feb 20, 2026 |
 Fierman Michael | -- | Purchase | 9 | $117.81 | Dec 12, 2025 |
| Name | Shares | % | Source |
|---|---|---|---|
SIT INVESTMENT ASSOCIATES INC | 11.0M | 32.8% | 13F |
KARPUS MANAGEMENT, INC. · also on 13F· may incl. warrants· filed May 2026 | 4.7M | 14.1% | 13G |
Karpus Management, Inc. | 4.7M | 13.9% | 13F |
Wells Fargo & Company · also on 13F· may incl. warrants· filed Aug 2025 | 1.4M | 4.1% | 13G |
WELLS FARGO & COMPANY/MN | 1.3M | 3.9% | 13F |
Atlas Wealth LLC | 1.1M | 3.3% | 13F |
MORGAN STANLEY · also on 13F· may incl. warrants· filed Jan 2025 | 877.4K | 2.6% | 13G |
UBS Group AG | 708.0K | 2.1% | 13F |
MORGAN STANLEY | 627.0K | 1.9% | 13F |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 484.4K | 1.4% | 13F |
Insiders
- Bortz Robert Edward IIIPresident
- Parks Kevin
- MetLife Investment Management, LLC10% Owner
- Cohen Ira PDirector
- Fierman Michael
- Prabhu Sreeniwas
- Mullins AndreaDirector
- Eldredge WilliamChief Compliance Officer
- Albe Alvin R JrDirector
- Pate CherylDirector
based on 33.42M shares outstanding
US30d Avg
48.52K
60d Avg
49.03K
90d Avg
45.08K