Angel Oak Income ETF shares owned by Heritage Trust
Quarter-by-quarter ownership of Angel Oak Income ETF (CARY) shares owned by Heritage Trust
from 13F filings
Historical chart of Heritage Trust investment in Angel Oak Income ETF
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All positions including Angel Oak Income ETF held by Heritage Trust consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Angel Oak Income ETF by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 157k | 20.91 |
| 2025-06-30 | $3.2M | 154k | 20.80 |
| 2025-03-31 | $3.2M | 154k | 20.76 |
| 2024-12-31 | $3.7M | 181k | 20.59 |