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Angel Oak Income ETF shares owned by Axxcess Wealth Management

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

Historical chart of Axxcess 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 Axxcess 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 Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.9M 328k 21.19
2024-06-30 $8.9M 434k 20.60
2024-03-31 $8.6M 417k 20.54
2023-12-31 $7.8M 379k 20.46
2023-09-30 $1.8M 90k 20.10

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Servicenow (NOW)
Ishares Tr Core Us Aggbd Et (AGG)
Apple Put Put Option (Principal)
Ishares Tr Core Msci Intl (IDEV)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr TRS FLT RT BD (TFLO)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Gold Tr Ishares New (IAU)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Axxcess Wealth Management

Top funds holding Angel Oak Income ETF

Arkadios Wealth Advisors
Advocacy Wealth Management Services
Colony
Channel Wealth
Executive Wealth Management
Congress Wealth Management LLC / DE /
Wells Fargo & Company
Tortoise Investment Management
MBL Wealth
Axxcess Wealth Management
Stifel Financial
Precision Wealth Strategies
Advisor Group Holdings
Oppenheimer & Co
Raymond James & Associates

View all funds holding Angel Oak Income ETF