Ocean Park Asset Management’s Angel Oak Income ETF CARY Stock Holding History

Ocean Park Asset 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
2023 Q4	–	Sell	-23,284	Closed	-$468K	–	69
2023 Q3	$468K	Buy	+23,284	New	+$469K	0.02%	51

Other funds holding CARY

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Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Channel Wealth Santa Barbara, California $413M AUM 15.3% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Crescent Grove Advisors Lake Forest, Illinois $1.04B AUM 17.78% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return

Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ocean Park Asset Management's CARY Position: Q4 2023 in Review

Ocean Park Asset Management sold out of Angel Oak Income ETF (CARY) in Q4 2023, closing a stake of 23,284 shares — an estimated $468K sold.

Ocean Park Asset Management first reported a position in CARY in Q3 2023 and held it in 1 quarter. The position peaked at $468K in Q3 2023. 19 funds tracked by Wall St. Rank hold CARY as of Q4 2023.

Ocean Park Asset Management reported no remaining Angel Oak Income ETF position as of Q4 2023 after selling out during the quarter.
Ocean Park Asset Management sold 23,284 Angel Oak Income ETF shares in Q4 2023, an estimated $468K.
Ocean Park Asset Management first reported a position in Angel Oak Income ETF in Q3 2023 and held it in 1 quarter.
Ocean Park Asset Management's Angel Oak Income ETF position peaked at $468K in Q3 2023.
19 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q4 2023.

Based on Ocean Park Asset Management's 13F filing for Q4 2023, filed 22 Jan 2024.