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

SHP Wealth 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	$205K	Buy	+23,695	New	+$208K	0.02%	265

Other funds holding MBS

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.89B AUM 27.89% 1-Year Est. Return

SHP Wealth Management's MBS Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Angel Oak Mortgage-Backed Securities ETF (MBS) in Q1 2026: 23,695 shares worth $205K. The stake represents 0.02% of the portfolio and ranks #265 among its holdings.

36 funds tracked by Wall St. Rank hold MBS as of Q1 2026.

SHP Wealth Management held 23,695 shares of Angel Oak Mortgage-Backed Securities ETF worth $205K as of Q1 2026.
Angel Oak Mortgage-Backed Securities ETF was a new SHP Wealth Management position in Q1 2026.
Angel Oak Mortgage-Backed Securities ETF made up 0.02% of SHP Wealth Management's portfolio in Q1 2026, its #265 holding.
36 funds tracked by Wall St. Rank held Angel Oak Mortgage-Backed Securities ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.