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Secure Asset Management’s Angel Oak Mortgage-Backed Securities ETF MBS Stock Holding History

Secure Asset 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
Q2 		– Sell
-35,800
Closed -$310K – 370
2026
Q1 		$310K Buy
+35,800
New +$314K 0.05% 243

Other funds holding MBS

EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Secure Asset Management's MBS Position: Q2 2026 in Review

Secure Asset Management sold out of Angel Oak Mortgage-Backed Securities ETF (MBS) in Q2 2026, closing a stake of 35,800 shares — an estimated $310K sold.

Secure Asset Management first reported a position in MBS in Q1 2026 and held it in 1 quarter. The position peaked at $310K in Q1 2026. 4 funds tracked by Wall St. Rank hold MBS as of Q2 2026.

  • Secure Asset Management reported no remaining Angel Oak Mortgage-Backed Securities ETF position as of Q2 2026 after selling out during the quarter.
  • Secure Asset Management sold 35,800 Angel Oak Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $310K.
  • Secure Asset Management first reported a position in Angel Oak Mortgage-Backed Securities ETF in Q1 2026 and held it in 1 quarter.
  • Secure Asset Management's Angel Oak Mortgage-Backed Securities ETF position peaked at $310K in Q1 2026.
  • 4 funds tracked by Wall St. Rank held Angel Oak Mortgage-Backed Securities ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.