J. Team Financial
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
Q3 		$1.35M Buy
165,328
+7,846
+5% +$66.8K 1.17% 21
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

Embree Financial Group
Embree Financial Group Chicago, Illinois $1.02B AUM 18.05% 1-Year Est. Return
Patten & Patten
Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
United Asset Strategies
United Asset Strategies Garden City, New York $1.46B AUM 24.51% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

J. Team Financial's MBS Position: Q3 2026 in Review

J. Team Financial increased its Angel Oak Mortgage-Backed Securities ETF (MBS) stake by 5% in Q3 2026, buying an estimated $66.8K and bringing the position to 165,328 shares worth $1.35M. The position accounts for 1.17% of the portfolio, ranked #21.

J. Team Financial first reported a position in MBS in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.39M in Q1 2026. 18 funds tracked by Wall St. Rank hold MBS as of Q3 2026.

  • J. Team Financial held 165,328 shares of Angel Oak Mortgage-Backed Securities ETF worth $1.35M as of Q3 2026.
  • J. Team Financial bought 7,846 Angel Oak Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $66.8K.
  • Angel Oak Mortgage-Backed Securities ETF made up 1.17% of J. Team Financial's portfolio in Q3 2026, its #21 holding.
  • J. Team Financial first reported a position in Angel Oak Mortgage-Backed Securities ETF in Q1 2026 and has held it in 3 quarters since.
  • J. Team Financial's Angel Oak Mortgage-Backed Securities ETF position peaked at $1.39M in Q1 2026.
  • 18 funds tracked by Wall St. Rank held Angel Oak Mortgage-Backed Securities ETF as of Q3 2026.

Based on J. Team Financial's 13F filing for Q3 2026, filed 3 Nov 2026.