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Benjamin Edwards Inc’s Angel Oak Mortgage-Backed Securities ETF MBS Stock Holding History

Benjamin Edwards Inc’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 		$769K Sell
88,854
-356
-0.4% -$3.13K 0.01% 848
2025
Q4 		$780K Buy
89,210
+9,568
+12% +$84K 0.01% 801
2025
Q3 		$695K Buy
79,642
+16,540
+26% +$143K 0.01% 815
2025
Q2 		$545K Buy
63,102
+7,177
+13% +$61.6K 0.01% 827
2025
Q1 		$485K Buy
+55,925
New +$480K 0.01% 793

Other funds holding MBS

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NW
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
NA
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
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
PP
Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return

Benjamin Edwards Inc's MBS Position: Q1 2026 in Review

Benjamin Edwards Inc reduced its Angel Oak Mortgage-Backed Securities ETF (MBS) stake by 0.4% in Q1 2026, selling an estimated $3.13K and leaving 88,854 shares worth $769K. The position accounts for 0.01% of the portfolio, ranked #848.

Benjamin Edwards Inc first reported a position in MBS in Q1 2025 and has held it in 5 quarters since. The position peaked at $780K in Q4 2025. 36 funds tracked by Wall St. Rank hold MBS as of Q1 2026.

  • Benjamin Edwards Inc held 88,854 shares of Angel Oak Mortgage-Backed Securities ETF worth $769K as of Q1 2026.
  • Benjamin Edwards Inc sold 356 Angel Oak Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $3.13K.
  • Angel Oak Mortgage-Backed Securities ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #848 holding.
  • Benjamin Edwards Inc first reported a position in Angel Oak Mortgage-Backed Securities ETF in Q1 2025 and has held it in 5 quarters since.
  • Benjamin Edwards Inc's Angel Oak Mortgage-Backed Securities ETF position peaked at $780K in Q4 2025.
  • 36 funds tracked by Wall St. Rank held Angel Oak Mortgage-Backed Securities ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.