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Angel Oak Income ETF shares owned by LLBH Private Wealth Management

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

Historical chart of LLBH Private Wealth 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 LLBH Private Wealth 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 LLBH Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $220k 11k 20.91
2025-06-30 $218k 11k 20.80

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View all positions for LLBH Private Wealth 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