rotation.to
Following this device: dark.
Free account
rotation.to
Appearance
Following this device: dark.
Drag a card by its title · ⚙ to size, swap or remove

The company

Angel Oak Financial Strategies Income Term Trust Common Shares of Beneficial Interest

FINS · NYSE

FinancialsFunds, Shells & SPACs

FINS stood above a rising 150-day average in 8 of the last 52 weekly readings, and has been out of that trend for the last 34 weeks. It is 6.5% below that average now. Financials: 43% of its 740 stocks in an uptrend (−14 points in four weeks).

Statistics

Rotation
not in the set
Weeks in an uptrend
out for 34
Insider buys, 12 months
$80.7M
Insider sales, 12 months
$0
Officials’ trades on record
0
Institutions holding
43 (+3)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 8 of 52 weeks.

20 Apr – 19 Oct
44%53%62%Apr 26Jun 26Jul 26Sep 26Oct 26

Money in and out

1 Nov 2024 – 1 Oct 2026
$0$77.1MNov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months9
Sale orders, 12 months0
Buyers · sellers6 · 0
WhoDidSharesTraded
Robert Edward Bortz IIIPresidentbought418at $11.9212 Oct 2026filed 13 Oct 2026
Kevin ParksOtherbought1,000at $11.9025 Sep 2026filed 28 Sep 2026
Kevin ParksOtherbought1,000at $12.5314 Sep 2026filed 14 Sep 2026
Metlife Investment Management, Llc10% ownerbought40,000,000at $1.008 Jul 2026filed 10 Jul 2026
Ira P. CohenDirectorbought379at $13.1720 Feb 2026filed 23 Feb 2026
Michael FiermanOtherbought9at $13.0912 Dec 2025filed 30 Jan 2026
Sreeniwas PrabhuOtherbought9,203at $12.8820 Nov 2025filed 30 Jan 2026
Michael FiermanOtherbought15,898at $13.207 Nov 2025filed 30 Jan 2026
Michael FiermanOtherbought313at $13.156 Nov 2025filed 30 Jan 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders43+3 on the quarter
New · exited8 · 6
Reported value$157.6M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
Karpus Management, Inc.reduced · filed 14 Aug 20264,654,677$59.6M-43,169−0.9%
WELLS FARGO & COMPANYadded · filed 14 Aug 20261,290,468$16.5M+20,727+1.6%
Atlas Wealth LLCnew · filed 28 Jul 20261,100,004$14.1M+1,100,004
UBS Group AGreduced · filed 13 Aug 2026707,959$9.1M-32,635−4.4%
MORGAN STANLEYadded · filed 13 Aug 2026627,001$8.0M+4,105+0.7%
NATIONS FINANCIAL GROUP INC, /IAunchanged · filed 23 Jul 2026484,445$6.2M00.0%
ROYAL BANK OF CANADAadded · filed 14 Aug 2026417,457$5.3M+9,187+2.3%
STIFEL FINANCIAL CORPadded · filed 12 Aug 2026383,477$4.9M+11,981+3.2%
Advisors Asset Management, Inc.reduced · filed 14 Aug 2026351,208$4.5M-2,454−0.7%
ENVESTNET ASSET MANAGEMENT INCadded · filed 3 Aug 2026300,777$3.8M+61,374+25.6%
31 Mar 2023 – 30 Jun 2026
303642Mar 23Dec 23Dec 24Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

Robert Edward Bortz III Company insiderPresident · last 12 Oct 20261 · 0
Kevin Parks Company insiderOther · last 25 Sep 20266 · 1
MetLife Investment Management, LLC Company insider10% owner · last 8 Jul 20261 · 0
Cohen Ira P Company insiderDirector · last 20 Feb 20261 · 0
Michael Fierman Company insiderOther · last 12 Dec 202511 · 3
Sreeniwas Prabhu Company insiderOther · last 20 Nov 20253 · 0
Andrea Mullins Company insiderDirector · last 12 Aug 20251 · 0
William Eldredge Company insiderChief Compliance Officer · last 5 Aug 20252 · 0
Alvin R. Albe, Jr. Company insiderDirector · last 22 May 20251 · 0
Cheryl Pate Company insiderDirector, Other · last 14 May 20251 · 1
Johannes Palsson Company insiderOther · last 14 May 20254 · 0
Angel Oak Capital Partners Ii, Llc Company insiderOther · last 13 Sep 20220 · 1

Same industry

No other stock in its industry this week.

Government contracts

No federal award is tied to it.

From its SEC filings

No ratio computed from its SEC filings yet.

Analyst forecasts

No analyst forecasts yet.