AE Wealth Management’s Angel Oak Mortgage-Backed Securities ETF MBS Stock Holding History

AE Wealth Management’s Portfolio MBS Stock Details MBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$242	Buy	+28	New	+$246	﹤0.01%	2558

Other funds holding MBS

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

AOCA

Angel Oak Capital Advisors Atlanta, Georgia $90M AUM 4.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return

AE Wealth Management's MBS Position: Q1 2026 in Review

AE Wealth Management opened a new position in Angel Oak Mortgage-Backed Securities ETF (MBS) in Q1 2026: 28 shares worth $242. The stake represents ﹤0.01% of the portfolio and ranks #2558 among its holdings.

36 funds tracked by Wall St. Rank hold MBS as of Q1 2026.

AE Wealth Management held 28 shares of Angel Oak Mortgage-Backed Securities ETF worth $242 as of Q1 2026.
Angel Oak Mortgage-Backed Securities ETF was a new AE Wealth Management position in Q1 2026.
Angel Oak Mortgage-Backed Securities ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2558 holding.
36 funds tracked by Wall St. Rank held Angel Oak Mortgage-Backed Securities ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.