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Global Retirement Partners’s Angel Oak Mortgage-Backed Securities ETF MBS Stock Holding History

Global Retirement Partners’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
Q4 		– Sell
-6,262
Closed -$54.6K – 4443
2025
Q3 		$54.6K Buy
6,262
+87
+1% +$753 ﹤0.01% 1840
2025
Q2 		$53.3K Buy
+6,175
New +$53K ﹤0.01% 1734

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
AOCA
Angel Oak Capital Advisors Atlanta, Georgia $90M AUM 4.16% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

Global Retirement Partners's MBS Position: Q4 2025 in Review

Global Retirement Partners sold out of Angel Oak Mortgage-Backed Securities ETF (MBS) in Q4 2025, closing a stake of 6,262 shares — an estimated $54.6K sold.

Global Retirement Partners first reported a position in MBS in Q2 2025 and held it in 2 quarters. The position peaked at $54.6K in Q3 2025. 25 funds tracked by Wall St. Rank hold MBS as of Q4 2025.

  • Global Retirement Partners reported no remaining Angel Oak Mortgage-Backed Securities ETF position as of Q4 2025 after selling out during the quarter.
  • Global Retirement Partners sold 6,262 Angel Oak Mortgage-Backed Securities ETF shares in Q4 2025, an estimated $54.6K.
  • Global Retirement Partners first reported a position in Angel Oak Mortgage-Backed Securities ETF in Q2 2025 and held it in 2 quarters.
  • Global Retirement Partners's Angel Oak Mortgage-Backed Securities ETF position peaked at $54.6K in Q3 2025.
  • 25 funds tracked by Wall St. Rank held Angel Oak Mortgage-Backed Securities ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.