COMMONWEALTH EQUITY SERVICES, LLC
Position in FINS — Angel Oak Financial Strategies Income Term Trust
CIK 312272
WALTHAM, MA
Position in FINS
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$131,873
-$2,723 QoQ
Shares Held
10,343
+1.5% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
7 quarters on record
Common Shares in FINS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $769,673,966 across 310 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
505,508 | $59,483,126 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
1,384,395 | $41,767,197 | |
| 3 | FSCO |
FS Credit Opportunities Corp.
|
6,132,731 | $30,602,327 | |
| 4 | BLK |
BlackRock, Inc.
|
30,050 | $28,894,878 | |
| 5 | TROW |
Price T Rowe Group Inc
|
251,926 | $28,641,466 | |
| 6 | FSK |
FS KKR Capital Corp
|
1,928,826 | $20,252,673 | |
| 7 | UTG |
Reaves Utility Income Fund
|
437,513 | $17,815,529 | |
| 8 | DNP |
Dnp Select Income Fund Inc
|
1,574,319 | $16,986,902 |
All Filings in FINS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $131,873 | 10,343 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $134,596 | 10,189 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $131,624 | 10,040 | Shares | Sole | 2025-10-22 | |
| 2024-09-30 | $154,237 | 11,667 | Shares | Sole | 2024-10-18 | |
| 2022-06-30 | $225,129 | 15,441 | Shares | Sole | 2022-07-19 | |
| 2020-06-30 | $195,972 | 11,596 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $222,385 | 13,005 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||