Stifel Financial’s Angel Oak Income ETF CARY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.17M | Buy |
296,490
+7,843
| +3% | +$163K | 0.01% | 1134 |
|
|
2025
Q1 | $5.99M | Buy |
288,647
+105,157
| +57% | +$2.18M | 0.01% | 1090 |
|
|
2024
Q4 | $3.78M | Buy |
183,490
+15,605
| +9% | +$321K | ﹤0.01% | 1361 |
|
|
2024
Q3 | $3.56M | Sell |
167,885
-26,276
| -14% | -$557K | ﹤0.01% | 1398 |
|
|
2024
Q2 | $4M | Buy |
194,161
+25,500
| +15% | +$525K | ﹤0.01% | 1267 |
|
|
2024
Q1 | $3.46M | Sell |
168,661
-181,025
| -52% | -$3.72M | ﹤0.01% | 1357 |
|
|
2023
Q4 | $7.15M | Buy |
+349,686
| New | +$7.15M | 0.01% | 922 |
|