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

NewEdge Wealth’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 		$22.5M Buy
2,592,750
+189,635
+8% +$1.67M 0.27% 82
2025
Q4 		$21M Buy
2,403,115
+35,512
+1% +$312K 0.24% 86
2025
Q3 		$20.7M Buy
2,367,603
+121,085
+5% +$1.05M 0.3% 78
2025
Q2 		$19.4M Buy
2,246,518
+112,797
+5% +$968K 0.3% 81
2025
Q1 		$18.5M Buy
2,133,721
+74,214
+4% +$638K 0.34% 78
2024
Q4 		$17.6M Buy
+2,059,507
New +$17.8M 0.3% 85

Other funds holding MBS

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $564B 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
EFG
Embree Financial Group Chicago, Illinois $998M AUM 24.42% 1-Year Est. Return