Arkadios Wealth Advisors’s Angel Oak Total Return ETF TRBF Stock Holding History

Arkadios Wealth Advisors’s Portfolio TRBF Stock Details TRBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$17.4M	Buy	352,537 +40,864	+13%	+$2.05M	0.28%	72
2025 Q4	$15.6M	Buy	+311,673	New	+$15.7M	0.3%	61

Other funds holding TRBF

AOCA

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Arkadios Wealth Advisors's TRBF Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Angel Oak Total Return ETF (TRBF) stake by 13% in Q1 2026, buying an estimated $2.05M and bringing the position to 352,537 shares worth $17.4M. The position accounts for 0.28% of the portfolio, ranked #72.

Arkadios Wealth Advisors first reported a position in TRBF in Q4 2025 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold TRBF as of Q1 2026.

Arkadios Wealth Advisors held 352,537 shares of Angel Oak Total Return ETF worth $17.4M as of Q1 2026.
Arkadios Wealth Advisors bought 40,864 Angel Oak Total Return ETF shares in Q1 2026, an estimated $2.05M.
Angel Oak Total Return ETF made up 0.28% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #72 holding.
Arkadios Wealth Advisors first reported a position in Angel Oak Total Return ETF in Q4 2025 and has held it in 2 quarters since.
5 funds tracked by Wall St. Rank held Angel Oak Total Return ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.