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Gradient Investments’s Angel Oak Mortgage-Backed Securities ETF MBS Stock Holding History

Gradient Investments’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
Q1 		– Sell
-11,101
Closed -$97.1K – 434
2025
Q4 		$97.1K Sell
11,101
-5,651
-34% -$49.6K ﹤0.01% 343
2025
Q3 		$146K Sell
16,752
-4,642,208
-100% -$40.2M ﹤0.01% 369
2025
Q2 		$40.2M Buy
4,658,960
+254,437
+6% +$2.18M 0.74% 38
2025
Q1 		$38.2M Sell
4,404,523
-176,794
-4% -$1.52M 0.77% 39
2024
Q4 		$39.1M Buy
4,581,317
+441,156
+11% +$3.82M 0.79% 36
2024
Q3 		$36.8M Buy
4,140,161
+709,577
+21% +$6.2M 0.77% 38
2024
Q2 		$29.2M Buy
+3,430,584
New +$28.8M 0.65% 46

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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
AOCA
Angel Oak Capital Advisors Atlanta, Georgia $90M AUM 4.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return

Gradient Investments's MBS Position: Q1 2026 in Review

Gradient Investments sold out of Angel Oak Mortgage-Backed Securities ETF (MBS) in Q1 2026, closing a stake of 11,101 shares — an estimated $97.1K sold.

Gradient Investments first reported a position in MBS in Q2 2024 and held it in 7 quarters. The position peaked at $40.2M in Q2 2025. 36 funds tracked by Wall St. Rank hold MBS as of Q1 2026.

  • Gradient Investments reported no remaining Angel Oak Mortgage-Backed Securities ETF position as of Q1 2026 after selling out during the quarter.
  • Gradient Investments sold 11,101 Angel Oak Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $97.1K.
  • Gradient Investments first reported a position in Angel Oak Mortgage-Backed Securities ETF in Q2 2024 and held it in 7 quarters.
  • Gradient Investments's Angel Oak Mortgage-Backed Securities ETF position peaked at $40.2M in Q2 2025.
  • 36 funds tracked by Wall St. Rank held Angel Oak Mortgage-Backed Securities ETF as of Q1 2026.

Based on Gradient Investments's 13F filing for Q1 2026, filed 13 Apr 2026.