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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
2024-06-30 $20M 962k 20.60

More positions owned by Executive Wealth Management

Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Usa Min Vol (USMV)
Angel Oak Funds Trust Income Etf (CARY)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Bondbloxx Etf Trust Bloomberg One Yr (XONE)
Meta Platforms Cl A (META)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Gold Tr Gold Shs (GLD)
JPMorgan Chase & Co. (JPM)
Prologis (PLD)

View all positions for Executive Wealth Management

Top funds holding Angel Oak Income ETF

Advocacy Wealth Management Services
Arkadios Wealth Advisors
Executive Wealth Management
Channel Wealth
Congress Wealth Management LLC / DE /
Crescent Grove Advisors
Tortoise Investment Management
MBL Wealth
Axxcess Wealth Management
Baird Financial
Stifel Financial
Precision Wealth Strategies
Transamerica Financial Advisors
Camarda Wealth Advisory
Advisor Group Holdings

View all funds holding Angel Oak Income ETF