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Congress Wealth Management’s Angel Oak Mortgage-Backed Securities ETF MBS Stock Holding History

Congress Wealth Management’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
2025
Q2 		$58.6M Buy
6,786,466
+193,917
+3% +$1.66M 0.57% 30
2025
Q1 		$57.2M Buy
+6,592,549
New +$56.6M 0.69% 26

Other funds holding MBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
AOCA
Angel Oak Capital Advisors Atlanta, Georgia $79.3M AUM 7.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $286M AUM 19.63% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.89B AUM 27.89% 1-Year Est. Return

Congress Wealth Management's MBS Position: Q2 2025 in Review

Congress Wealth Management increased its Angel Oak Mortgage-Backed Securities ETF (MBS) stake by 2.9% in Q2 2025, buying an estimated $1.66M and bringing the position to 6,786,466 shares worth $58.6M. The position accounts for 0.57% of the portfolio, ranked #30.

Congress Wealth Management first reported a position in MBS in Q1 2025 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold MBS as of Q2 2025.

  • Congress Wealth Management held 6,786,466 shares of Angel Oak Mortgage-Backed Securities ETF worth $58.6M as of Q2 2025.
  • Congress Wealth Management bought 193,917 Angel Oak Mortgage-Backed Securities ETF shares in Q2 2025, an estimated $1.66M.
  • Angel Oak Mortgage-Backed Securities ETF made up 0.57% of Congress Wealth Management's portfolio in Q2 2025, its #30 holding.
  • Congress Wealth Management first reported a position in Angel Oak Mortgage-Backed Securities ETF in Q1 2025 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held Angel Oak Mortgage-Backed Securities ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.