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⭐ Subscribe ⭐| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| FINS | Angel Oak Financial Strategies Income Term Trust | Director | $99,756 | +$99,756 | 12 Aug 2025 | |
| NXG | NXG NextGen Infrastructure Income Fund | Director | $90,686 | +$24,797 | +38% | 06 Feb 2026 |
| SRV | NXG Cushing Midstream Energy Fund | Director | $52,082 | +$25,947 | +99% | 06 Feb 2026 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
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