MBS — ANGEL OAK FUNDS TRUST

Ownership history in Advisory Services Network, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in ANGEL OAK FUNDS TRUST (MBS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,568 -17,663 -83.2% 0.00% $31K $8.54
2025 Q2 REDUCED 21,231 -923 -4.2% 0.00% $182K $8.33
2025 Q1 INITIATED 22,154 — — 0.00% $192K $8.26
% of Fund (quarterly)    MBS price (monthly, adj. close)

Other funds also holding MBS

As of 2025 Q4 — sorted by position size

ALTFEST L J & CO INC 3Y 7Y 1.62% NewEdge Wealth, LLC 3Y 0.24% Transamerica Financial Advisors, LLC 3Y 7Y 0.23% Embree Financial Group 0.16% PATTEN & PATTEN INC/TN 3Y 7Y 0.13% United Asset Strategies, Inc. 3Y 7Y 0.1% OSAIC HOLDINGS, INC. 3Y 0.09% Weaver Consulting Group 3Y 0.07% Requisite Capital Management, LLC 3Y 0.07% NewEdge Advisors, LLC 3Y 7Y 0.02%
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