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Angel Oak Income ETF shares owned by LPL Financial

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

Historical chart of LPL Financial investment in Angel Oak Income ETF

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

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Quarterly reported holdings in Angel Oak Income ETF by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.8M 327k 20.83
2025-09-30 $6.1M 291k 20.91
2025-06-30 $5.0M 241k 20.80
2025-03-31 $4.5M 219k 20.76
2024-12-31 $4.1M 198k 20.59
2024-09-30 $1.3M 60k 21.19
2024-06-30 $1.1M 52k 20.60