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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
2024-03-31 $8.4M 408k 20.54
2023-12-31 $4.8M 234k 20.46

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Ishares Tr Core 1 5 Yr Usd (ISTB)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
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Pimco Etf Tr Inter Mun Bd Act (MUNI)
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Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Apple (AAPL)

View all positions for MBL Wealth

Top funds holding Angel Oak Income ETF

Advocacy Wealth Management Services
Arkadios Wealth Advisors
Congress Wealth Management LLC / DE /
Channel Wealth
MBL Wealth
Axxcess Wealth Management
Stifel Financial
Crescent Grove Advisors
Camarda Wealth Advisory
Jane Street
Rockefeller Capital Management
Raymond James & Associates
Baird Financial
Concurrent Investment Advisors
Bridge Advisory

View all funds holding Angel Oak Income ETF