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Angel Oak Income ETF shares owned by Lifestyle Asset Management

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

Historical chart of Lifestyle 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 Lifestyle 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 Lifestyle Asset Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $9.7M 469k 20.78

More positions owned by Lifestyle Asset Management

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Spdr Series Trust St Str Conv Etf (CWB)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Ishares Tr Core Us Aggbd Et (AGG)
Angel Oak Funds Trust Income Etf (CARY)
Federated Hermes Etf Trust Mdt Small Cap (FSCC)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Exxon Mobil Corporation (XOM)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Lifestyle Asset Management

Top funds holding Angel Oak Income ETF

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
UBS Group
IFC Advisors
Arkadios Wealth Advisors
Raymond James Financial
Colony
Channel Wealth
Advisor Group Holdings
Envestnet Asset Management
N10 Wealth
Bank of New York Mellon
EP Wealth Advisors
Tortoise Investment Management

View all funds holding Angel Oak Income ETF