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Angel Oak Income ETF shares owned by Independent Financial Group

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

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

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

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

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.4M 117k 20.77
2025-09-30 $1.7M 81k 20.91
2025-06-30 $1.1M 51k 20.80
2025-03-31 $1.0M 51k 20.76
2024-12-31 $669k 33k 20.59
2024-09-30 $688k 33k 21.19
2024-06-30 $580k 28k 20.60
2024-03-31 $421k 21k 20.54
2023-12-31 $320k 16k 20.46