Transamerica Financial Advisors »

Angel Oak Funds Trust shares owned by Transamerica Financial Advisors

Quarter-by-quarter ownership of Angel Oak Funds Trust (MBS) shares owned by Transamerica Financial Advisors from 13F filings

Historical chart of Transamerica Financial Advisors investment in Angel Oak Funds Trust

Tip: Access up to 7 years of quarterly data

All positions including Angel Oak Funds Trust held by Transamerica Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Angel Oak Funds Trust by Transamerica Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 322k 8.73
2025-06-30 $2.8M 325k 8.64
2025-03-31 $2.9M 331k 8.68

More positions owned by Transamerica Financial Advisors

Listed Fds Tr Stf Tactical Grw (TUG)
Vanguard Index Fds Large Cap Etf (VV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN)
Ishares Tr Core S&p Scp Etf (IJR)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)
Invesco Exchange Traded Fd T Dorsey Wrgt Finl (PFI)
Wisdomtree Tr Em Ex St-owned (XSOE)
Invesco Exchange Traded Fd T Dorsey Wrgt Csmr (PEZ)

View all positions for Transamerica Financial Advisors

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