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Requisite Capital Management’s Angel Oak Mortgage-Backed Securities ETF MBS Stock Holding History

Requisite Capital Management’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 		$323K Sell
37,098
-2,052
-5% -$18K 0.06% 77
2025
Q4 		$344K Hold
39,150
– – 0.07% 85
2025
Q3 		$343K Hold
39,150
– – 0.06% 184
2025
Q2 		$338K Sell
39,150
-1,750
-4% -$15K 0.07% 65
2025
Q1 		$357K Hold
40,900
– – 0.08% 57
2024
Q4 		$350K Sell
40,900
-250
-0.6% -$2.16K 0.07% 69
2024
Q3 		$368K Buy
+41,150
New +$360K 0.08% 54

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 $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 $666B 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

Requisite Capital Management's MBS Position: Q1 2026 in Review

Requisite Capital Management reduced its Angel Oak Mortgage-Backed Securities ETF (MBS) stake by 5.2% in Q1 2026, selling an estimated $18K and leaving 37,098 shares worth $323K. The position accounts for 0.06% of the portfolio, ranked #77.

Requisite Capital Management first reported a position in MBS in Q3 2024 and has held it in 7 quarters since. The position peaked at $368K in Q3 2024. 36 funds tracked by Wall St. Rank hold MBS as of Q1 2026.

  • Requisite Capital Management held 37,098 shares of Angel Oak Mortgage-Backed Securities ETF worth $323K as of Q1 2026.
  • Requisite Capital Management sold 2,052 Angel Oak Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $18K.
  • Angel Oak Mortgage-Backed Securities ETF made up 0.06% of Requisite Capital Management's portfolio in Q1 2026, its #77 holding.
  • Requisite Capital Management first reported a position in Angel Oak Mortgage-Backed Securities ETF in Q3 2024 and has held it in 7 quarters since.
  • Requisite Capital Management's Angel Oak Mortgage-Backed Securities ETF position peaked at $368K in Q3 2024.
  • 36 funds tracked by Wall St. Rank held Angel Oak Mortgage-Backed Securities ETF as of Q1 2026.

Based on Requisite Capital Management's 13F filing for Q1 2026, filed 14 May 2026.