Rockefeller Capital Management
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Rockefeller Capital Management’s Angel Oak Income ETF CARY Stock Holding History

Rockefeller Capital Management’s Portfolio CARY Stock Details CARY Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.52M Buy
2025
Q2 		$1.13M Buy
2025
Q1 		$686K Buy
2024
Q4 		$419K Buy
2024
Q3 		$414K Sell
2024
Q2 		$409K Sell
2024
Q1 		$425K Sell
2023
Q4 		$744K Buy