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

Simplicity 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
Q2 		$300K Buy
+34,779
New +$301K 0.01% 842

Other funds holding MBS

LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.89B AUM 27.89% 1-Year Est. Return
JTF
J. Team Financial Abilene, Texas $103M AUM 30.06% 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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Simplicity Wealth's MBS Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Angel Oak Mortgage-Backed Securities ETF (MBS) in Q2 2026: 34,779 shares worth $300K. The stake represents 0.01% of the portfolio and ranks #842 among its holdings.

15 funds tracked by Wall St. Rank hold MBS as of Q2 2026.

  • Simplicity Wealth held 34,779 shares of Angel Oak Mortgage-Backed Securities ETF worth $300K as of Q2 2026.
  • Angel Oak Mortgage-Backed Securities ETF was a new Simplicity Wealth position in Q2 2026.
  • Angel Oak Mortgage-Backed Securities ETF made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #842 holding.
  • 15 funds tracked by Wall St. Rank held Angel Oak Mortgage-Backed Securities ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.