AWM
Axxcess Wealth Management’s Angel Oak Income ETF CARY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.67M | Buy |
368,613
+24,793
| +7% | +$516K | 0.18% | 106 |
|
|
2025
Q1 | $7.14M | Buy |
343,820
+4,214
| +1% | +$87.5K | 0.19% | 101 |
|
|
2024
Q4 | $6.99M | Buy |
339,606
+11,867
| +4% | +$244K | 0.17% | 103 |
|
|
2024
Q3 | $6.94M | Sell |
327,739
-106,015
| -24% | -$2.25M | 0.17% | 105 |
|
|
2024
Q2 | $8.94M | Buy |
433,754
+16,943
| +4% | +$349K | 0.24% | 77 |
|
|
2024
Q1 | $8.56M | Buy |
416,811
+37,648
| +10% | +$773K | 0.23% | 79 |
|
|
2023
Q4 | $7.76M | Buy |
379,163
+289,460
| +323% | +$5.92M | 0.23% | 87 |
|
|
2023
Q3 | $1.8M | Buy |
+89,703
| New | +$1.8M | 0.06% | 222 |
|