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⭐ Subscribe ⭐| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| FINS, FINS-RI | Angel Oak Financial Strategies Income Term Trust | Director | $99,756 | +$99,756 | 12 Aug 2025 | |
| SRV | NXG Cushing Midstream Energy Fund | Director | $39,890 | +$15,956 | +67% | 18 Dec 2025 |
| NXG | NXG NextGen Infrastructure Income Fund | Director | $38,406 | +$16,845 | +78% | 20 Aug 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
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