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Angel Oak Funds Trust shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Angel Oak Funds Trust (MBS) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Angel Oak Funds Trust

Tip: Access up to 7 years of quarterly data

All positions including Angel Oak Funds Trust held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Angel Oak Funds Trust by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $59M 6.8M 8.64
2025-03-31 $57M 6.6M 8.68

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View all positions for Congress Wealth Management LLC / DE /

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