Angel Oak Income ETF shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Angel Oak Income ETF (CARY) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Angel Oak Income ETF
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All positions including Angel Oak Income ETF held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Angel Oak Income ETF by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $17M | 811k | 20.80 |
| 2025-03-31 | $16M | 778k | 20.76 |
| 2024-12-31 | $16M | 772k | 20.59 |
| 2024-09-30 | $16M | 762k | 21.19 |
| 2024-03-31 | $16M | 753k | 20.54 |
| 2023-12-31 | $15M | 729k | 20.46 |
| 2023-09-30 | $4.3M | 216k | 20.10 |
| 2023-06-30 | $4.1M | 203k | 20.14 |
| 2023-03-31 | $2.9M | 142k | 20.27 |
| 2022-12-31 | $2.9M | 143k | 20.08 |
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