AWA
Arkadios Wealth Advisors’s Angel Oak Income ETF CARY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.7M | Buy |
2,291,182
+37,512
| +2% | +$780K | 1.41% | 6 |
|
|
2025
Q1 | $46.8M | Buy |
2,253,670
+19,196
| +0.9% | +$399K | 1.77% | 6 |
|
|
2024
Q4 | $46M | Buy |
2,234,474
+203,866
| +10% | +$4.2M | 2.51% | 3 |
|
|
2024
Q3 | $43M | Buy |
2,030,608
+257,402
| +15% | +$5.45M | 2.44% | 3 |
|
|
2024
Q2 | $36.5M | Buy |
1,773,206
+236,168
| +15% | +$4.87M | 2.46% | 3 |
|
|
2024
Q1 | $31.6M | Buy |
1,537,038
+129,217
| +9% | +$2.65M | 2.45% | 3 |
|
|
2023
Q4 | $28.8M | Buy |
1,407,821
+378,703
| +37% | +$7.75M | 2.44% | 2 |
|
|
2023
Q3 | $20.7M | Buy |
+1,029,118
| New | +$20.7M | 1.96% | 6 |
|