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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
Q2 		$823K Buy
95,399
+6,545
+7% +$56.7K 0.01% 871
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 $85.1B AUM 27.35% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
GFG
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
NA
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 22.96% 1-Year Est. Return
AOCA
Angel Oak Capital Advisors Atlanta, Georgia $79.3M AUM 7.42% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

Benjamin Edwards Inc's MBS Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Angel Oak Mortgage-Backed Securities ETF (MBS) stake by 7.4% in Q2 2026, buying an estimated $56.7K and bringing the position to 95,399 shares worth $823K. The position accounts for 0.01% of the portfolio, ranked #871.

Benjamin Edwards Inc first reported a position in MBS in Q1 2025 and has held it in 6 quarters since. 38 funds tracked by Wall St. Rank hold MBS as of Q2 2026.

  • Benjamin Edwards Inc held 95,399 shares of Angel Oak Mortgage-Backed Securities ETF worth $823K as of Q2 2026.
  • Benjamin Edwards Inc bought 6,545 Angel Oak Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $56.7K.
  • Angel Oak Mortgage-Backed Securities ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #871 holding.
  • Benjamin Edwards Inc first reported a position in Angel Oak Mortgage-Backed Securities ETF in Q1 2025 and has held it in 6 quarters since.
  • 38 funds tracked by Wall St. Rank held Angel Oak Mortgage-Backed Securities ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.