NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in FINS — Angel Oak Financial Strategies Income Term Trust
CIK 1109767
CEDAR RAPIDS, IA
Position in FINS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$6,200,896
+$24,223 QoQ
Shares Held
484,445
0.0% QoQ
Ownership
1.45%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#7
of 44 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FINS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $48,217,299 across 58 Asset Management names. FINS ranks #1 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FINS |
Angel Oak Financial Strategies Income Term Trust
This page
|
484,445 | $6,200,896 | |
| 2 | CEF |
Sprott Physical Gold & Silver Trust
|
121,510 | $4,888,347 | |
| 3 | BX |
Blackstone Inc.
|
35,897 | $4,223,999 | |
| 4 | BLK |
BlackRock, Inc.
|
3,279 | $3,152,955 | |
| 5 | AMP |
Ameriprise Financial Inc
|
6,138 | $2,815,868 | |
| 6 | HTGC |
Hercules Capital, Inc.
|
98,614 | $1,555,142 | |
| 7 | EMO |
ClearBridge Energy Midstream Opportunity Fund Inc.
|
26,728 | $1,339,072 | |
| 8 | BXSL |
Blackstone Secured Lending Fund
|
54,091 | $1,282,497 |
All Filings in FINS
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,200,896 | 484,445 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $6,176,673 | 484,445 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $6,399,518 | 484,445 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $6,691,933 | 510,445 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $6,724,444 | 518,062 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $6,889,115 | 511,062 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,592,087 | 519,062 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $7,149,296 | 540,794 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $6,368,496 | 514,834 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $6,254,929 | 500,795 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $5,352,854 | 449,442 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,771,879 | 313,279 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,100,302 | 262,515 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,364,425 | 272,865 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,832,419 | 221,110 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,349,154 | 175,310 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,079,051 | 74,009 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $852,802 | 54,009 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||