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Angel Oak Income ETF shares owned by Lewis Asset Management

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

Historical chart of Lewis Asset 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 Lewis Asset 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 Lewis Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $498k 24k 20.91
2025-06-30 $481k 23k 20.80
2025-03-31 $352k 17k 20.76

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View all positions for Lewis Asset 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