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Angel Oak Income ETF shares owned by Independent Wealth Advisors

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

Historical chart of Independent Wealth Advisors investment in Angel Oak Income ETF

Tip: Access up to 7 years of quarterly data

All positions including Angel Oak Income ETF held by Independent Wealth Advisors 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 Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $559k 27k 20.77

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Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)
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Strategy Day Hagan Smart (SSUS)
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View all positions for Independent Wealth Advisors

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