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 Q2	$23.7M	Buy	480,470 +127,933	+36%	+$6.33M	0.36%	55
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 $79.3M AUM 7.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Arkadios Wealth Advisors's TRBF Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Angel Oak Total Return ETF (TRBF) stake by 36% in Q2 2026, buying an estimated $6.33M and bringing the position to 480,470 shares worth $23.7M. The position accounts for 0.36% of the portfolio, ranked #55.

Arkadios Wealth Advisors first reported a position in TRBF in Q4 2025 and has held it in 3 quarters since. 4 funds tracked by Wall St. Rank hold TRBF as of Q2 2026.

Arkadios Wealth Advisors held 480,470 shares of Angel Oak Total Return ETF worth $23.7M as of Q2 2026.
Arkadios Wealth Advisors bought 127,933 Angel Oak Total Return ETF shares in Q2 2026, an estimated $6.33M.
Angel Oak Total Return ETF made up 0.36% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #55 holding.
Arkadios Wealth Advisors first reported a position in Angel Oak Total Return ETF in Q4 2025 and has held it in 3 quarters since.
4 funds tracked by Wall St. Rank held Angel Oak Total Return ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.