FINS
Angel Oak Financial Strategies Income Term TrustMarquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Citadel Advisors re-entered | Q3 2024(8Q snapshot) | 7Q | $0.00 | — | — |
| AQR Capital Management | Q2 2026(8Q snapshot) | 1Q | $0.00 | — | — |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at Angel Oak Financial Strategies Income Term Trust. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Feb 23, 2026 — the most recent Form 4 on file — not from today.
- Form 40001753542-26-000001Feb 23, 2026
- Form 40001724113-26-000001Jan 30, 2026
- Form 40001724044-26-000001Jan 30, 2026
- Form 40001777679-25-000002Aug 14, 2025
- Form 40001947282-25-000005Aug 6, 2025
- Form 40001816321-25-000004Jun 3, 2025
- Form 4/Aamend0001816321-25-000003May 28, 2025
- Form 40001724044-25-000004May 28, 2025
- Form 40001198600-25-000002May 22, 2025
- Form 40001777480-25-000003May 16, 2025
- Form 40001816321-25-000002May 16, 2025
- Form 4/Aamend0001724044-25-000003May 16, 2025
- Form 4/Aamend0001724113-25-000003May 16, 2025
- Form 40001777418-25-000003May 16, 2025
- Form 40001724113-25-000002May 16, 2025
Fundamentals
XBRL · Angel Oak Financial Strategies Income Term TrustNot enough XBRL history to plot. Angel Oak Financial Strategies Income Term Trusthasn't tagged revenue, net income, EPS, or operating cash flow in the SEC us-gaap taxonomy with at least two fiscal-year periods — typical for SPACs / trust vehicles, pre-revenue biotechs, recent IPOs, and foreign filers reporting under IFRS.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for Angel Oak Financial Strategies Income Term Trust — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KCURRENT REPORTMay 26, 2026
- 8-KCURRENT REPORTNov 26, 2025
- 8-KMaterial eventOct 2, 2025
- 8-KMaterial eventJun 18, 2025
- 8-KCURRENT REPORTMay 15, 2025
- 8-KCURRENT REPORTApr 21, 2025
- 8-KMaterial eventApr 11, 2025
- 8-KMaterial eventApr 1, 2025
- SC 13G/A5%+ ownership (amended)Sep 3, 2024
- SC 13G/A5%+ ownership (amended)May 2, 2024
- DEF 14AANGEL OAK FINANCIAL STRATEGIES INCOME TERM TRUSTMay 1, 2024
- SC 13G5%+ ownership (passive)Apr 4, 2024
- SC 13G/AKARPUS INVESTMENT MGT / ANGEL OAK FINANCIAL STRATEGIES - SCHEDULE 13G/A(#2)Feb 13, 2024
- SC 13G/AMS AMENDMENTFeb 12, 2024
- SC 13G/AKARPUS INVESTMENT MGT / ANGEL OAK FINANCIAL STRATEGIES - SCHEDULE 13G/A(#1)Jun 8, 2023
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Citadel Advisors | Q2 2026 | open | $0.00 | — | +0% |
| Citadel Advisors | Q2 2026 | open | $0.00 | — | +0% |
| AQR Capital Management | Q2 2026 | open | $0.00 | — | +0% |
| Citadel Advisors | Q1 2026 | open | $0.00 | — | +0% |
| Citadel Advisors | Q3 2025 | Q1 2026 | $0.00 | — | +0% |
| Citadel Advisors | Q1 2025 | Q2 2025 | $0.00 | — | +0% |
| Citadel Advisors | Q4 2024 | Q4 2025 | $0.00 | — | +0% |
| Citadel Advisors | Q3 2024 | Q4 2024 | $0.00 | — | +0% |
| Citadel Advisors | Q3 2024 | open | $0.00 | — | +0% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.