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

LPL Financial’s Portfolio MBS Stock Details MBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$9.74M Buy
1,128,500
+59,308
+6% +$512K ﹤0.01% 1741
2025
Q1 		$9.28M Buy
1,069,192
+158,850
+17% +$1.38M ﹤0.01% 1660
2024
Q4 		$7.77M Buy
+910,342
New +$7.77M ﹤0.01% 1727