Carson Wealth (CWM LLC)
MBS icon

Carson Wealth (CWM LLC)’s Angel Oak Mortgage-Backed Securities ETF MBS Stock Holding History

Carson Wealth (CWM LLC)’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 		$9.56K Buy
+1,104
New +$9.69K ﹤0.01% 4791

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

Carson Wealth (CWM LLC)'s MBS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in Angel Oak Mortgage-Backed Securities ETF (MBS) in Q1 2026: 1,104 shares worth $9.56K. The stake represents ﹤0.01% of the portfolio and ranks #4791 among its holdings.

36 funds tracked by Wall St. Rank hold MBS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,104 shares of Angel Oak Mortgage-Backed Securities ETF worth $9.56K as of Q1 2026.
  • Angel Oak Mortgage-Backed Securities ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • Angel Oak Mortgage-Backed Securities ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4791 holding.
  • 36 funds tracked by Wall St. Rank held Angel Oak Mortgage-Backed Securities ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.