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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $8.38B AUM 24.47% 1-Year Est. Return

Angel Oak Capital Advisors Atlanta, Georgia $90M AUM 4.16% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return