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L.J. Altfest & Co’s Angel Oak Income ETF CARY Stock Holding History

L.J. Altfest & Co’s Portfolio CARY Stock Details CARY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-368,152
Closed -$7.64M – 341
2025
Q1 		$7.64M Buy
368,152
+11,538
+3% +$240K 0.96% 26
2024
Q4 		$7.34M Buy
+356,614
New +$7.34M 0.94% 28