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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$58.6M Buy
6,786,466
+193,917
+3% +$1.67M 0.57% 30
2025
Q1 		$57.2M Buy
+6,592,549
New +$57.2M 0.69% 26