Atlas Wealth LLC

Position in FINS — Angel Oak Financial Strategies Income Term Trust

CIK 1964106 CINCINNATI, OH

Position in FINS

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$14,080,051

+$3,951,038 QoQ

Shares Held

1,100,004

+34.3% QoQ

Ownership

3.29%

of shares outstanding

% of Portfolio

3.25%

of 13F equity value

Holder Rank

of 12 holders

Holding Since

Dec 2022

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Atlas Wealth LLC holds $342,654,459 across 47 Asset Management names. FINS ranks #8 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STEW	SRH Total Return Fund, Inc.	3,511,313	$62,852,502
2	CET	Central Securities Corp	615,562	$32,286,226
3	SDHY	PGIM Short Duration High Yield Opportunities Fund	1,127,260	$18,475,791
4	NBXG	Neuberger Next Generation Connectivity Fund Inc.	1,102,724	$18,239,054
5	MEGI	NYLI CBRE Global Infrastructure Megatrends Term Fund	1,143,284	$17,377,916
6	TBLD	Thornburg Income Builder Opportunities Trust	710,893	$15,689,408
7	NPCT	Nuveen Core Plus Impact Fund	1,535,428	$15,553,885
8	FINS	Angel Oak Financial Strategies Income Term Trust This page	1,100,004	$14,080,051

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,080,051	1,100,004	+34.3%	Shares	Sole	2026-07-28
2024-06-30	$10,129,013	818,837	+0.4%	Shares	Sole	2024-07-31
2023-09-30	$9,823,688	815,921	+7.1%	Shares	Sole	2023-11-07
2023-06-30	$8,993,610	761,525	+6.3%	Shares	Sole	2023-08-08
2023-03-31	$8,830,006	716,140	-0.3%	Shares	Sole	2023-05-09
2022-12-31	$9,205,816	718,643	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.