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Angel Oak Income ETF shares owned by Beacon Capital Management

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

Historical chart of Beacon Capital 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 Beacon Capital 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 Beacon Capital Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.5M 363k 20.77
2025-12-31 $7.7M 368k 20.83
2025-09-30 $11M 539k 20.91

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Vanguard World Energy Etf (VDE)
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Vanguard World Materials Etf (VAW)
Vanguard World Industrial Etf (VIS)
Vanguard World Health Car Etf (VHT)
Vanguard World Consum Stp Etf (VDC)
Vanguard Index Fds Real Estate Etf (VNQ)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard World Comm Srvc Etf (VOX)
Vanguard World Inf Tech Etf (VGT)
Vanguard World Financials Etf (VFH)
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Vanguard Malvern Fds Strm Infproidx (VTIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spd (FLRN)

View all positions for Beacon Capital Management

Top funds holding Angel Oak Income ETF

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

View all funds holding Angel Oak Income ETF