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Angel Oak Income ETF shares owned by Able Wealth Management

Quarter-by-quarter ownership of Angel Oak Income ETF (CARY) shares owned by Able Wealth Management from 13F filings

Historical chart of Able Wealth Management investment in Angel Oak Income ETF

Tip: Access up to 7 years of quarterly data

All positions including Angel Oak Income ETF held by Able Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Angel Oak Income ETF by Able Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 72k 20.91
2025-06-30 $1.3M 62k 20.80
2025-03-31 $815k 39k 20.76
2024-12-31 $257k 13k 20.59

More positions owned by Able Wealth Management

Ishares Tr Short Treas Bd (SHV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Putnam Etf Trust Focused Lar Cap (PVAL)
Ishares Tr Eafe Value Etf (EFV)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Ishares Tr Msci Acwi Etf (ACWI)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Ultra Short Dur (ICSH)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Us Gwt (IUSG)

View all positions for Able Wealth Management

Top funds holding Angel Oak Income ETF

Wells Fargo & Company
Arkadios Wealth Advisors
Morgan Stanley
Advocacy Wealth Management Services
UBS Group
Colony
Channel Wealth
Advisor Group Holdings
Bank of New York Mellon
Congress Wealth Management LLC / DE /
Raymond James Financial
Tortoise Investment Management
Baird Financial
Crescent Grove Advisors
Beacon Capital Management

View all funds holding Angel Oak Income ETF