Tortoise Investment Management’s Angel Oak Income ETF CARY Stock Holding History

Tortoise Investment 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
2025 Q2	$12.5M	Buy
2025 Q1	$12.2M	Buy
2024 Q4	$11.7M	Buy
2024 Q3	$11.8M	Buy
2024 Q2	$10.8M	Buy
2024 Q1	$8.37M	Buy