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Angel Oak Income ETF shares owned by Executive Wealth Management

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

Historical chart of Executive 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 Executive 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 Executive Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $21M 1.0M 20.59
2024-09-30 $21M 1.0M 21.19
2024-06-30 $20M 962k 20.60

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Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
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Spdr Ser Tr Portfolio S&p500 (SPLG)
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American Centy Etf Tr Intl Eqt Etf (AVDE)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Scp Etf (IJR)
Angel Oak Funds Trust Income Etf (CARY)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Executive Wealth Management

Top funds holding Angel Oak Income ETF

Wells Fargo & Company
Arkadios Wealth Advisors
Morgan Stanley
Advocacy Wealth Management Services
UBS Group
Colony
Channel Wealth
Advisor Group Holdings
Bank of New York Mellon
Congress Wealth Management LLC / DE /
Raymond James Financial
Tortoise Investment Management
Baird Financial
Crescent Grove Advisors
Beacon Capital Management

View all funds holding Angel Oak Income ETF