Everest Financial Group »

Angel Oak Income ETF shares owned by Everest Financial Group

Quarter-by-quarter ownership of Angel Oak Income ETF (CARY) shares owned by Everest Financial Group from 13F filings

Historical chart of Everest Financial Group investment in Angel Oak Income ETF

Tip: Access up to 7 years of quarterly data

All positions including Angel Oak Income ETF held by Everest Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Angel Oak Income ETF by Everest Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $255k 12k 20.77

More positions owned by Everest Financial Group

Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Servicenow (NOW)
Palo Alto Networks (PANW)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Everest Financial Group

Top funds holding Angel Oak Income ETF

Morgan Stanley
Bank of America Corporation
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

View all funds holding Angel Oak Income ETF