United Asset Strategies’s Angel Oak Mortgage-Backed Securities ETF MBS Stock Holding History

United Asset Strategies’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	$986K	Buy	114,274 +448	+0.4%	+$3.88K	0.07%	146
2026 Q1	$986K	Sell	113,826 -30,796	-21%	-$270K	0.08%	138
2025 Q4	$1.26M	Buy	144,622 +45,033	+45%	+$395K	0.1%	134
2025 Q3	$869K	Buy	99,589 +5,839	+6%	+$50.6K	0.07%	156
2025 Q2	$810K	Sell	93,750 -2,710	-3%	-$23.3K	0.07%	157
2025 Q1	$837K	Buy	96,460 +477	+0.5%	+$4.1K	0.08%	158
2024 Q4	$819K	Buy	+95,983	New	+$831K	0.08%	148

Other funds holding MBS

EFG

Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

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

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

United Asset Strategies's MBS Position: Q2 2026 in Review

United Asset Strategies increased its Angel Oak Mortgage-Backed Securities ETF (MBS) stake by 0.39% in Q2 2026, buying an estimated $3.88K and bringing the position to 114,274 shares worth $986K. The position accounts for 0.07% of the portfolio, ranked #146.

United Asset Strategies first reported a position in MBS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.26M in Q4 2025. 5 funds tracked by Wall St. Rank hold MBS as of Q2 2026.

United Asset Strategies held 114,274 shares of Angel Oak Mortgage-Backed Securities ETF worth $986K as of Q2 2026.
United Asset Strategies bought 448 Angel Oak Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $3.88K.
Angel Oak Mortgage-Backed Securities ETF made up 0.07% of United Asset Strategies's portfolio in Q2 2026, its #146 holding.
United Asset Strategies first reported a position in Angel Oak Mortgage-Backed Securities ETF in Q4 2024 and has held it in 7 quarters since.
United Asset Strategies's Angel Oak Mortgage-Backed Securities ETF position peaked at $1.26M in Q4 2025.
5 funds tracked by Wall St. Rank held Angel Oak Mortgage-Backed Securities ETF as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.