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Transamerica Financial Advisors’s Angel Oak Mortgage-Backed Securities ETF MBS Stock Holding History

Transamerica Financial Advisors’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 		$21.6K Sell
2,498
-3,314
-57% -$28.7K ﹤0.01% 861
2026
Q1 		$50.3K Sell
5,812
-304,034
-98% -$2.67M ﹤0.01% 648
2025
Q4 		$2.71M Sell
309,846
-12,558
-4% -$110K 0.23% 108
2025
Q3 		$2.81M Sell
322,404
-2,308
-0.7% -$20K 0.23% 95
2025
Q2 		$2.8M Sell
324,712
-6,317
-2% -$54.2K 0.26% 87
2025
Q1 		$2.87M Buy
+331,029
New +$2.84M 0.29% 88

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 22.96% 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

Transamerica Financial Advisors's MBS Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Angel Oak Mortgage-Backed Securities ETF (MBS) stake by 57% in Q2 2026, selling an estimated $28.7K and leaving 2,498 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

Transamerica Financial Advisors first reported a position in MBS in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.87M in Q1 2025. 38 funds tracked by Wall St. Rank hold MBS as of Q2 2026.

  • Transamerica Financial Advisors held 2,498 shares of Angel Oak Mortgage-Backed Securities ETF worth $21.6K as of Q2 2026.
  • Transamerica Financial Advisors sold 3,314 Angel Oak Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $28.7K.
  • Angel Oak Mortgage-Backed Securities ETF made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #861 holding.
  • Transamerica Financial Advisors first reported a position in Angel Oak Mortgage-Backed Securities ETF in Q1 2025 and has held it in 6 quarters since.
  • Transamerica Financial Advisors's Angel Oak Mortgage-Backed Securities ETF position peaked at $2.87M in Q1 2025.
  • 38 funds tracked by Wall St. Rank held Angel Oak Mortgage-Backed Securities ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.