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Goldstone Financial Group’s Angel Oak Mortgage-Backed Securities ETF MBS Stock Holding History

Goldstone Financial Group’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
2026
Q2 		$6.89M Buy
797,939
+502,384
+170% +$4.35M 0.63% 44
2026
Q1 		$2.56M Buy
+295,555
New +$2.6M 0.28% 70

Other funds holding MBS

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AOCA
Angel Oak Capital Advisors Atlanta, Georgia $79.3M AUM 7.42% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.89B AUM 27.89% 1-Year Est. Return

Goldstone Financial Group's MBS Position: Q2 2026 in Review

Goldstone Financial Group increased its Angel Oak Mortgage-Backed Securities ETF (MBS) stake by 170% in Q2 2026, buying an estimated $4.35M and bringing the position to 797,939 shares worth $6.89M. The position accounts for 0.63% of the portfolio, ranked #44.

Goldstone Financial Group first reported a position in MBS in Q1 2026 and has held it in 2 quarters since. 38 funds tracked by Wall St. Rank hold MBS as of Q2 2026.

  • Goldstone Financial Group held 797,939 shares of Angel Oak Mortgage-Backed Securities ETF worth $6.89M as of Q2 2026.
  • Goldstone Financial Group bought 502,384 Angel Oak Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $4.35M.
  • Angel Oak Mortgage-Backed Securities ETF made up 0.63% of Goldstone Financial Group's portfolio in Q2 2026, its #44 holding.
  • Goldstone Financial Group first reported a position in Angel Oak Mortgage-Backed Securities ETF in Q1 2026 and has held it in 2 quarters since.
  • 38 funds tracked by Wall St. Rank held Angel Oak Mortgage-Backed Securities ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.