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Angel Oak Income ETF shares owned by AE Wealth Management

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

Historical chart of AE 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 AE 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 AE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $727k 35k 20.83
2025-09-30 $749k 36k 20.91
2025-06-30 $726k 35k 20.80

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Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYG)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Avantis Core Fi (AVIG)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Pimco Etf Tr Multisector Bd (PYLD)

View all positions for AE Wealth Management

Top funds holding Angel Oak Income ETF

Wells Fargo & Company
Arkadios Wealth Advisors
Advocacy Wealth Management Services
UBS Group
Colony
Channel Wealth
Advisor Group Holdings
Bank of New York Mellon
Raymond James Financial
Tortoise Investment Management
Baird Financial
Crescent Grove Advisors
Beacon Capital Management
Envestnet Asset Management
MBL Wealth

View all funds holding Angel Oak Income ETF