JTF
MBS icon

J. Team Financial’s Angel Oak Mortgage-Backed Securities ETF MBS Stock Holding History

J. Team Financial’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 		$1.36M Sell
157,482
-2,535
-2% -$22K 1.32% 22
2026
Q1 		$1.39M Buy
+160,017
New +$1.41M 1.55% 19

Other funds holding MBS

LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

J. Team Financial's MBS Position: Q2 2026 in Review

J. Team Financial reduced its Angel Oak Mortgage-Backed Securities ETF (MBS) stake by 1.6% in Q2 2026, selling an estimated $22K and leaving 157,482 shares worth $1.36M. The position accounts for 1.32% of the portfolio, ranked #22.

J. Team Financial first reported a position in MBS in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.39M in Q1 2026. 15 funds tracked by Wall St. Rank hold MBS as of Q2 2026.

  • J. Team Financial held 157,482 shares of Angel Oak Mortgage-Backed Securities ETF worth $1.36M as of Q2 2026.
  • J. Team Financial sold 2,535 Angel Oak Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $22K.
  • Angel Oak Mortgage-Backed Securities ETF made up 1.32% of J. Team Financial's portfolio in Q2 2026, its #22 holding.
  • J. Team Financial first reported a position in Angel Oak Mortgage-Backed Securities ETF in Q1 2026 and has held it in 2 quarters since.
  • J. Team Financial's Angel Oak Mortgage-Backed Securities ETF position peaked at $1.39M in Q1 2026.
  • 15 funds tracked by Wall St. Rank held Angel Oak Mortgage-Backed Securities ETF as of Q2 2026.

Based on J. Team Financial's 13F filing for Q2 2026, filed 27 Jul 2026.