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Angel Oak Income ETF shares owned by Altfest L J & Co

Quarter-by-quarter ownership of Angel Oak Income ETF (CARY) shares owned by Altfest L J & Co from 13F filings

Historical chart of Altfest L J & Co investment in Angel Oak Income ETF

Tip: Access up to 7 years of quarterly data

All positions including Angel Oak Income ETF held by Altfest L J & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Angel Oak Income ETF by Altfest L J & Co

Quarter filed Position value Share count Share price at filing
2025-03-31 $7.6M 368k 20.76
2024-12-31 $7.3M 357k 20.59

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Matthews Asia Fds Asia Innov Activ (MINV)
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Schwab Strategic Tr Us Tips Etf (SCHP)
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Spdr Series Trust Port Mtg Bk Etf (SPMB)
Simplify Exchange Traded Fun Short Term Trea (TUA)
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Microsoft Corporation (MSFT)
World Gold Tr Spdr Gld Minis (GLDM)
Angel Oak Funds Trust Mortgage Backed (MBS)

View all positions for Altfest L J & Co

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