EWM
CARY icon

Executive Wealth Management’s Angel Oak Income ETF CARY Stock Holding History

Executive Wealth Management’s Portfolio CARY Stock Details CARY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$21.2M Buy
1,030,885
+29,921
+3% +$624K 1.66% 14
2024
Q3 		$21.2M Buy
1,000,964
+38,844
+4% +$815K 1.66% 14
2024
Q2 		$19.8M Buy
+962,120
New +$19.7M 3.63% 7

Other funds holding CARY

AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $413M AUM 15.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
CGA
Crescent Grove Advisors Lake Forest, Illinois $1.04B AUM 17.78% 1-Year Est. Return

Executive Wealth Management's CARY Position: Q4 2024 in Review

Executive Wealth Management increased its Angel Oak Income ETF (CARY) stake by 3% in Q4 2024, buying an estimated $624K and bringing the position to 1,030,885 shares worth $21.2M. The position accounts for 1.66% of the portfolio, ranked #14.

Executive Wealth Management first reported a position in CARY in Q2 2024 and has held it in 3 quarters since. 52 funds tracked by Wall St. Rank hold CARY as of Q4 2024.

  • Executive Wealth Management held 1,030,885 shares of Angel Oak Income ETF worth $21.2M as of Q4 2024.
  • Executive Wealth Management bought 29,921 Angel Oak Income ETF shares in Q4 2024, an estimated $624K.
  • Angel Oak Income ETF made up 1.66% of Executive Wealth Management's portfolio in Q4 2024, its #14 holding.
  • Executive Wealth Management first reported a position in Angel Oak Income ETF in Q2 2024 and has held it in 3 quarters since.
  • 52 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.