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Cresset Asset Management’s Angel Oak Mortgage-Backed Securities ETF MBS Stock Holding History

Cresset Asset 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 		– Sell
-63,295
Closed -$552K – 1821
2025
Q1 		$552K Buy
63,295
+418
+0.7% +$3.59K ﹤0.01% 1012
2024
Q4 		$539K Buy
+62,877
New +$544K ﹤0.01% 1054

Other funds holding MBS

CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
AOCA
Angel Oak Capital Advisors Atlanta, Georgia $90M AUM 4.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return

Cresset Asset Management's MBS Position: Q2 2025 in Review

Cresset Asset Management sold out of Angel Oak Mortgage-Backed Securities ETF (MBS) in Q2 2025, closing a stake of 63,295 shares — an estimated $552K sold.

Cresset Asset Management first reported a position in MBS in Q4 2024 and held it in 2 quarters. The position peaked at $552K in Q1 2025. 30 funds tracked by Wall St. Rank hold MBS as of Q2 2025.

  • Cresset Asset Management reported no remaining Angel Oak Mortgage-Backed Securities ETF position as of Q2 2025 after selling out during the quarter.
  • Cresset Asset Management sold 63,295 Angel Oak Mortgage-Backed Securities ETF shares in Q2 2025, an estimated $552K.
  • Cresset Asset Management first reported a position in Angel Oak Mortgage-Backed Securities ETF in Q4 2024 and held it in 2 quarters.
  • Cresset Asset Management's Angel Oak Mortgage-Backed Securities ETF position peaked at $552K in Q1 2025.
  • 30 funds tracked by Wall St. Rank held Angel Oak Mortgage-Backed Securities ETF as of Q2 2025.

Based on Cresset Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.