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FINS on NYSE

Angel Oak Financial Strategies Income Term Trust

Angel Oak Financial Strategies Income Term Trust is a trust registered in the United States, based in Atlanta, active since 2018.2 Its shares trade on NYSE under the symbol FINS.2

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Last updated Oct 21, 2026.

Overview

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  • TickerFINS on NYSE2
  • HeadquartersAtlanta, United States2
  • Incorporated inDE3
  • Business addressAngel Oak Capital Advisors, Llc, 980 Hammond Drive, Suite 200, Atlanta, Ga 303283
  • Legal formStatutory Trust2
  • Kind of organizationTrust2
  • LEI549300BL3JQL47QYUO512
  • StatusActive2
  • LEI statusIssued and current2
  • Registered addressC/O CORPORATION SERVICE COMPANY, 19808 Wilmington, United States2
  • Registered withDivision of Corporations, Department of State, 69320172

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Corporate structure

Angel Oak Financial Strategies Income Term Trust sits at the top of its group. 1 entity, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.

Major holders of Angel Oak Financial Strategies Income Term Trust

  • MetLife Investment Management, LLC Filed SCHEDULE 13G on Angel Oak Financial Strategies Income Term Trust, latest Jun 5, 2026
  • Karpus Management, Inc. Filed SCHEDULE 13G/A on Angel Oak Financial Strategies Income Term Trust, latest May 14, 2026 (7 filings since Feb 14, 2023)
  • Wells Fargo Filed SCHEDULE 13G/A on Angel Oak Financial Strategies Income Term Trust, latest Aug 6, 2025 (2 filings since Apr 25, 2025)
  • SIT INVESTMENT ASSOCIATES INC Filed SCHEDULE 13G/A on Angel Oak Financial Strategies Income Term Trust, latest Jun 5, 2025 (4 filings since Apr 4, 2024)
  • Morgan Stanley Filed SCHEDULE 13G/A on Angel Oak Financial Strategies Income Term Trust, latest Jan 7, 2025 (6 filings since Oct 12, 2021)
  • Daniel Asher Filed SC 13G/A on Angel Oak Financial Strategies Income Term Trust, latest Sep 3, 2024
  • Angel Oak Financial Strategies Income Term Trust Atlanta, Georgia, United States

Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

Leadership

Who has led Angel Oak Financial Strategies Income Term Trust, and when. Pick a name to see everywhere that person has worked.

President

  1. Dory Black2019
  2. Robert Edward Bortz Iii.2025–now
20202025
Board members and other officers (17)

Timeline

  1. Sep 30, 20268-K Bylaws or fiscal year changed; Shareholder vote23
  2. May 26, 20268-K Entered a material agreement; Unregistered sale of shares; Bylaws or fiscal year changed24
  3. Nov 26, 20258-K Other events25
  4. Oct 2, 20258-K Executive or director change; Other events26
  5. Jun 18, 20258-K Other events27
  6. May 15, 20258-K Other events28
  7. Apr 21, 20258-K Entered a material agreement; Other events29
  8. Apr 11, 20258-K Other events30
  9. Apr 1, 20258-K Other events31
  10. Jun 14, 2018Founded Angel Oak Financial Strategies Income Term Trust is founded2

Filings

174 filings to the SEC since October 2021: 9 major events, 53 insider forms, 21 large holders, 91 other. The latest 20:

  1. Oct 13, 20264 PRIMARY DOCUMENT EDGAR
  2. Oct 9, 2026N-CSRS ANGEL OAK FINANCIAL STRATEGIES INCOME TERM TRUST EDGAR
  3. Sep 30, 20268-K CURRENT REPORT EDGAR
  4. Sep 28, 20264 PRIMARY DOCUMENT EDGAR
  5. Sep 28, 2026NPORT-P EDGAR
  6. Sep 14, 20264 PRIMARY DOCUMENT EDGAR
  7. Aug 17, 2026N-PX EDGAR
  8. Aug 7, 2026DEFC14A DEFINITIVE PROXY STATEMENT EDGAR
  9. Jul 28, 2026PREC14A EDGAR
  10. Jul 23, 2026PREC14A PRELIMINARY PROXY STATEMENT EDGAR
  11. Jul 10, 20264 EDGAR
  12. Jun 26, 2026NPORT-P EDGAR
  13. Jun 5, 2026SCHEDULE 13G EDGAR
  14. Jun 1, 20263 EDGAR
  15. May 26, 20268-K CURRENT REPORT EDGAR
  16. May 14, 2026SCHEDULE 13G/A EDGAR
  17. Apr 15, 2026N-CEN EDGAR
  18. Apr 8, 2026N-CSR ANGEL OAK FINANCIAL STRATEGIES INCOME TERM TRUST EDGAR
  19. Apr 1, 2026NPORT-P EDGAR
  20. Feb 25, 2026POS EX ANGEL OAK FINANCIAL STRATEGIES INCOME TERM TRUST EDGAR

The 174 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

24 open-market trades by officers, directors and large owners since October 2021: 22 buys and 2 sales. Grants, option exercises and gifts are left out.

DateWhoTradeSharesPriceValueFiling
Sep 25, 2026Parks KevinBuy1,000$11.90$11.9KForm 4
Sep 14, 2026Parks KevinBuy1,000$12.53$12.5KForm 4
Jul 8, 2026MetLife Investment Management, LLC10% ownerBuy40,000,000$40,000,000.00$1,600.0TForm 4
Feb 20, 2026Cohen Ira PDirectorBuy379$13.17$5.0KForm 4
Dec 12, 2025Fierman MichaelBuy9$13.09$118Form 4
Nov 20, 2025Prabhu SreeniwasBuy9,203$12.88$118.5KForm 4
Nov 7, 2025Fierman MichaelBuy15,898$13.20$209.9KForm 4
Nov 6, 2025Fierman MichaelBuy313$13.15$4.1KForm 4
Aug 12, 2025Mullins AndreaDirectorBuy7,585$13.15$99.7KForm 4
Aug 5, 2025Eldredge WilliamChief Compliance OfficerBuy1,920$13.10$25.2KForm 4
Jun 2, 2025Parks KevinBuy1,000$12.83$12.8KForm 4
May 22, 2025Albe Alvin R JrDirectorBuy20,000$13.12$262.4KForm 4
May 21, 2025Fierman MichaelBuy66$13.35$881Form 4
May 20, 2025Fierman MichaelBuy3$13.39$40Form 4
May 19, 2025Fierman MichaelBuy123$13.35$1.6KForm 4
May 16, 2025Fierman MichaelBuy11$13.35$147Form 4
May 15, 2025Fierman MichaelBuy1$13.34$13Form 4
May 14, 2025Fierman MichaelBuy20$13.35$267Form 4
Apr 14, 2025Eldredge WilliamChief Compliance OfficerBuy765$13.12$10.0KForm 4
Apr 18, 2024Palsson JohannesBuy5,670$12.39$70.3KForm 4

All 24 trades can be filtered by person here when JavaScript is on.

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 44. Change is in shares since the quarter before.

FundSharesValueShare of the fundChange
Karpus Management, Inc.4,654,677$59.6M1.7%−43,169
Wells Fargo & Company/mn1,290,468$16.5M0.0%+20,727
Atlas Wealth LLC1,100,004$14.1M2.0%New
UBS Group AG707,959$9.1M0.0%−32,635
Morgan Stanley627,001$8.0M0.0%+4,105
Nations Financial Group Inc, /ia/ /adv484,445$6.2M0.3%No change
Royal Bank Of Canada417,457$5.3M0.0%+9,187
Stifel Financial Corp383,477$4.9M0.0%+11,981
Advisors Asset Management, Inc.351,208$4.5M0.1%−2,454
Envestnet Asset Management Inc300,777$3.8M0.0%+61,374
Riverbridge Partners LLC235,363$3.0M0.1%+1,886
Noble Wealth Management PBC231,615$3.0M1.4%−3,855
Thomas J. Herzfeld Advisors, Inc.222,390$2.8M0.9%+28,960
First Trust Advisors LP203,462$2.6M0.0%+385
LPL Financial LLC180,224$2.3M0.0%+2,579
Closed-End Fund Advisors, Inc.118,848$1.5M1.5%−1,852
Dakota Wealth Management77,835$996.3K0.0%−3,000
Twelve Points Wealth Management LLC77,263$989.0K0.2%−1,887
Osaic Holdings, Inc.76,348$977.3K0.0%+3,369
Focus Partners Wealth73,779$944.4K0.0%No change
Raymond James Financial Inc73,346$938.8K0.0%−5,653
&partners56,376$721.6K0.0%+2,047
Cetera Investment Advisers43,462$556.3K0.0%+5,733
Invesco Ltd.42,333$541.9K0.0%−291
Corient Private Wealth LP40,666$520.5K0.0%+10,666

13F reports cover disclosed long positions in U.S. stocks only.

SEC filer profile

How Angel Oak Financial Strategies Income Term Trust is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

  • Name on EDGARAngel Oak Financial Strategies Income Term Trust1
  • CIK0001745059
  • Incorporated inDelaware1
  • Fiscal year endsJanuary 311
  • Business addressAngel Oak Capital Advisors, Llc, 980 Hammond Drive, Suite 200, Atlanta, GA 303281
  • Phone404-637-04121
  • On EDGAR sinceJun 28, 20181
  • Filings307 in all: 4 (76), 3 (32), NPORT-P (28), CORRESP (19), DEFC14A (11), 8-K (10), 40-17G (9), N-2/A (9)1
    All 43 form types

    SC 13G/A (9), N-CSRS (8), N-PX (8), N-CEN (7), N-CSR (7), SCHEDULE 13G/A (7), DEF 14A (5), DEFA14A (5), DFAN14A (5), EFFECT (5), SC 13G (4), 4/A (3), 497AD (3), N-2 (3), PRE 14A (3), PREC14A (3), 144 (2), 424B2 (2), 425 (2), 497 (2), N-14 8C (2), N-14 8C/A (2), POS EX (2), PREN14A (2), SCHEDULE 13G (2), 3/A (1), 8-A12B (1), CERT (1), DEFR14A (1), N-2MEF (1), N-8A (1), NPORT-P/A (1), PX14A6G (1), SCHEDULE 13D (1), UPLOAD (1)

  • Latest filingsProxy statement (DEF 14A) May 1, 2024
    Latest 8-K (8-K) Sep 30, 2026

Sources

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