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Angel Oak Funds Trust shares owned by CI Private Wealth

Quarter-by-quarter ownership of Angel Oak Funds Trust (MBS) shares owned by CI Private Wealth from 13F filings

Historical chart of CI Private Wealth investment in Angel Oak Funds Trust

Tip: Access up to 7 years of quarterly data

All positions including Angel Oak Funds Trust held by CI Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Angel Oak Funds Trust by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $140k 16k 8.77
2025-06-30 $138k 16k 8.67
2025-03-31 $139k 16k 8.72

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Top funds holding Angel Oak Funds Trust

Advisor Group Holdings
Congress Wealth Management LLC / DE /
NewEdge Wealth
Angel Oak Capital Advisors
Altfest L J & Co
Goss Wealth Management
Transamerica Financial Advisors
Patten & Patten
Vontobel Holding
RFG Advisory
United Asset Strategies
LPL Financial
Benjamin Edwards
Embree Financial Group
Cresset Asset Management

View all funds holding Angel Oak Funds Trust