Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Angel Oak Financial Strategies Income Term Trust | 5,667 | reported | 02 Jun 2025 | tx 12+7,944.83−10,836 |
| Angel Oak Dynamic Financial Strategies Income Term Trust | 0 | reported | 29 Jul 2022 | tx 2+1,200−1,200 |
2 purchases reported after at least 12 months of silence — most recent on 02 Jun 2025.