True Wealth Design’s Angel Oak Mortgage REIT AOMR Stock Holding History

True Wealth Design’s Portfolio AOMR Stock Details AOMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$81	Sell	11 -9	-45%	-$77	﹤0.01%	2466
2026 Q2	$182	Buy	20 +10	+100%	+$86	﹤0.01%	2466
2026 Q1	$83	Hold	10	–	–	﹤0.01%	2500
2025 Q4	$87	Sell	10 -3	-23%	-$27	﹤0.01%	2358
2025 Q3	$122	Buy	13 +4	+44%	+$38	﹤0.01%	2412
2025 Q2	$85	Sell	9 -5	-36%	-$45	﹤0.01%	2280
2025 Q1	$134	Buy	+14	New	+$139	﹤0.01%	2100

Other funds holding AOMR

SMH

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design's AOMR Position: Q3 2026 in Review

True Wealth Design reduced its Angel Oak Mortgage REIT (AOMR) stake by 45% in Q3 2026, selling an estimated $77 and leaving 11 shares worth $81. The position accounts for ﹤0.01% of the portfolio, ranked #2466.

True Wealth Design first reported a position in AOMR in Q1 2025 and has held it in 7 quarters since. The position peaked at $182 in Q2 2026. 5 funds tracked by Wall St. Rank hold AOMR as of Q3 2026.

True Wealth Design held 11 shares of Angel Oak Mortgage REIT worth $81 as of Q3 2026.
True Wealth Design sold 9 Angel Oak Mortgage REIT shares in Q3 2026, an estimated $77.
Angel Oak Mortgage REIT made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2466 holding.
True Wealth Design first reported a position in Angel Oak Mortgage REIT in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's Angel Oak Mortgage REIT position peaked at $182 in Q2 2026.
5 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.