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NewEdge Advisors’s Angel Oak Mortgage-Backed Securities ETF MBS Stock Holding History

NewEdge Advisors’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 		$6.73M Buy
776,865
+7,586
+1% +$66.6K 0.02% 581
2025
Q4 		$6.73M Buy
769,279
+4,122
+0.5% +$36.2K 0.02% 556
2025
Q3 		$6.68M Buy
765,157
+17,147
+2% +$148K 0.03% 521
2025
Q2 		$6.46M Buy
748,010
+52,566
+8% +$451K 0.03% 489
2025
Q1 		$6.04M Buy
695,444
+57,820
+9% +$497K 0.04% 448
2024
Q4 		$5.44M Buy
637,624
+617,524
+3,072% +$5.35M 0.03% 473
2024
Q3 		$179K Buy
+20,100
New +$176K ﹤0.01% 2030

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 $1.03B AUM 36.74% 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 $424B AUM 22.94% 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 $1.89B AUM 27.89% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

NewEdge Advisors's MBS Position: Q1 2026 in Review

NewEdge Advisors increased its Angel Oak Mortgage-Backed Securities ETF (MBS) stake by 0.99% in Q1 2026, buying an estimated $66.6K and bringing the position to 776,865 shares worth $6.73M. The position accounts for 0.02% of the portfolio, ranked #581.

NewEdge Advisors first reported a position in MBS in Q3 2024 and has held it in 7 quarters since. 36 funds tracked by Wall St. Rank hold MBS as of Q1 2026.

  • NewEdge Advisors held 776,865 shares of Angel Oak Mortgage-Backed Securities ETF worth $6.73M as of Q1 2026.
  • NewEdge Advisors bought 7,586 Angel Oak Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $66.6K.
  • Angel Oak Mortgage-Backed Securities ETF made up 0.02% of NewEdge Advisors's portfolio in Q1 2026, its #581 holding.
  • NewEdge Advisors first reported a position in Angel Oak Mortgage-Backed Securities ETF in Q3 2024 and has held it in 7 quarters since.
  • 36 funds tracked by Wall St. Rank held Angel Oak Mortgage-Backed Securities ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.