MBS β€” ANGEL OAK FUNDS TRUST

Ownership history in Secure Asset Management, LLC  Β·  1 quarter on record

AI Ownership Summary

Secure Asset Management, LLC reported ANGEL OAK FUNDS TRUST (MBS) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.05% in 2026 Q1. The latest visible filing shows MBS at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MBS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Secure Asset Management, LLC's position in ANGEL OAK FUNDS TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MBS was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Secure Asset Management, LLC held MBS β€” position size vs. price
% of Fund (quarterly)    MBS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED 35,800 β€” β€” 0.05% $310K 2026-04-09 $8.71

🏒 Other funds also holding MBS

As of 2026 Q1 β€” sorted by position size

RFG Advisory, LLC 3Y 7Y 0.02%

FAQ About Secure Asset Management, LLC and MBS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Secure Asset Management, LLC reported owning MBS?

Secure Asset Management, LLC reported MBS across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported MBS position in Secure Asset Management, LLC's portfolio?

The largest reported portfolio weight for MBS was 0.05% in 2026 Q1.

What is the latest reported MBS position on this page?

The most recent filing on this page is 2026 Q1, when Secure Asset Management, LLC reported 35,800 shares, equal to 0.05% of portfolio, with an estimated market value of $310K.

What does the chart on this MBS ownership page compare?

The chart compares Secure Asset Management, LLC's quarterly MBS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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