CWM
Congress 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 | $16.9M | Buy |
811,224
+33,438
| +4% | +$696K | 0.16% | 153 |
|
|
2025
Q1 | $16.1M | Buy |
777,786
+5,575
| +0.7% | +$116K | 0.19% | 136 |
|
|
2024
Q4 | $15.9M | Buy |
772,211
+10,750
| +1% | +$221K | 0.22% | 133 |
|
|
2024
Q3 | $16.1M | Buy |
761,461
+4,081
| +0.5% | +$86.5K | 0.22% | 138 |
|
|
2024
Q2 | $15.6M | Buy |
757,380
+4,251
| +0.6% | +$87.6K | 0.25% | 116 |
|
|
2024
Q1 | $15.5M | Buy |
753,129
+24,133
| +3% | +$496K | 0.27% | 106 |
|
|
2023
Q4 | $14.9M | Buy |
728,996
+512,787
| +237% | +$10.5M | 0.27% | 100 |
|
|
2023
Q3 | $4.35M | Buy |
216,209
+13,258
| +7% | +$266K | 0.09% | 229 |
|
|
2023
Q2 | $4.09M | Buy |
202,951
+60,688
| +43% | +$1.22M | 0.09% | 212 |
|
|
2023
Q1 | $2.88M | Sell |
142,263
-716
| -0.5% | -$14.5K | 0.07% | 238 |
|
|
2022
Q4 | $2.87M | Buy |
+142,979
| New | +$2.87M | 0.07% | 229 |
|