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Angel Oak Funds Trust shares owned by Simplicity Wealth

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

Historical chart of Simplicity 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 Simplicity 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 Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $300k 35k 8.63

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Top funds holding Angel Oak Funds Trust

Advisor Group Holdings
NewEdge Wealth
Altfest L J & Co
Goldstone Financial Group
UBS Group
Goss Wealth Management
Mml Investors Services
Envestnet Asset Management
Angel Oak Capital Advisors
Embree Financial Group
Patten & Patten
Goldman Sachs Group
LPL Financial
J. Team Financial
RFG Advisory

View all funds holding Angel Oak Funds Trust