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Angel Oak Income ETF shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of Angel Oak Income ETF (CARY) shares owned by Envestnet Portfolio Solutions from 13F filings

Historical chart of Envestnet Portfolio Solutions investment in Angel Oak Income ETF

Tip: Access up to 7 years of quarterly data

All positions including Angel Oak Income ETF held by Envestnet Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Angel Oak Income ETF by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.2M 204k 20.78

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Trust For Professional Man Activepassive Us (APUE)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Us Large Cap Cor
Trust For Professional Man Activepassive Eq (APIE)
Trust For Professional Man Activepassive Cr (APCB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Envestnet Portfolio Solutions

Top funds holding Angel Oak Income ETF

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
UBS Group
IFC Advisors
Arkadios Wealth Advisors
Raymond James Financial
Colony
Channel Wealth
Advisor Group Holdings
Envestnet Asset Management
N10 Wealth
Bank of New York Mellon
EP Wealth Advisors
Tortoise Investment Management

View all funds holding Angel Oak Income ETF