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Angel Oak Income ETF shares owned by MBL Wealth

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

Historical chart of MBL Wealth investment in Angel Oak Income ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Angel Oak Income ETF by MBL Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $9.0M 438k 20.60
2024-03-31 $8.4M 408k 20.54
2023-12-31 $4.8M 234k 20.46

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Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
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World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
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Victory Portfolios Ii Core Intermediat (UITB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Msci Intl (IDEV)

View all positions for MBL Wealth

Top funds holding Angel Oak Income ETF

Arkadios Wealth Advisors
Advocacy Wealth Management Services
Colony
Channel Wealth
Executive Wealth Management
Congress Wealth Management LLC / DE /
Wells Fargo & Company
Tortoise Investment Management
MBL Wealth
Axxcess Wealth Management
Stifel Financial
Precision Wealth Strategies
Advisor Group Holdings
Oppenheimer & Co
Raymond James & Associates

View all funds holding Angel Oak Income ETF