AE Wealth Management
MBS icon

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
Q2 		– Sell
-28
Closed -$242 – 2797
2026
Q1 		$242 Buy
+28
New +$246 ﹤0.01% 2558

Other funds holding MBS

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
NewEdge Wealth
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Goldstone Financial Group
Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AOCA
Angel Oak Capital Advisors Atlanta, Georgia $79.3M AUM 7.42% 1-Year Est. Return
Embree Financial Group
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

AE Wealth Management's MBS Position: Q2 2026 in Review

AE Wealth Management sold out of Angel Oak Mortgage-Backed Securities ETF (MBS) in Q2 2026, closing a stake of 28 shares — an estimated $242 sold.

AE Wealth Management first reported a position in MBS in Q1 2026 and held it in 1 quarter. The position peaked at $242 in Q1 2026. 38 funds tracked by Wall St. Rank hold MBS as of Q2 2026.

  • AE Wealth Management reported no remaining Angel Oak Mortgage-Backed Securities ETF position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 28 Angel Oak Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $242.
  • AE Wealth Management first reported a position in Angel Oak Mortgage-Backed Securities ETF in Q1 2026 and held it in 1 quarter.
  • AE Wealth Management's Angel Oak Mortgage-Backed Securities ETF position peaked at $242 in Q1 2026.
  • 38 funds tracked by Wall St. Rank held Angel Oak Mortgage-Backed Securities ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.