SWM
MBS icon

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
Q2 		$650K Buy
75,353
+51,658
+218% +$448K 0.04% 153
2026
Q1 		$205K Buy
+23,695
New +$208K 0.02% 265

Other funds holding MBS

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
NW
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
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AOCA
Angel Oak Capital Advisors Atlanta, Georgia $79.3M AUM 7.42% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

SHP Wealth Management's MBS Position: Q2 2026 in Review

SHP Wealth Management increased its Angel Oak Mortgage-Backed Securities ETF (MBS) stake by 218% in Q2 2026, buying an estimated $448K and bringing the position to 75,353 shares worth $650K. The position accounts for 0.04% of the portfolio, ranked #153.

SHP Wealth Management first reported a position in MBS in Q1 2026 and has held it in 2 quarters since. 38 funds tracked by Wall St. Rank hold MBS as of Q2 2026.

  • SHP Wealth Management held 75,353 shares of Angel Oak Mortgage-Backed Securities ETF worth $650K as of Q2 2026.
  • SHP Wealth Management bought 51,658 Angel Oak Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $448K.
  • Angel Oak Mortgage-Backed Securities ETF made up 0.04% of SHP Wealth Management's portfolio in Q2 2026, its #153 holding.
  • SHP Wealth Management first reported a position in Angel Oak Mortgage-Backed Securities ETF in Q1 2026 and has held it in 2 quarters since.
  • 38 funds tracked by Wall St. Rank held Angel Oak Mortgage-Backed Securities ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.