MBL Wealth, LLC

Position in CARY — Angel Oak Income ETF

CIK 1845785 CHARLOTTE, NC

Back to CARY Full portfolio

All Filings in CARY

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 CARY	$11,229,966	540,604	+4.0%	Shares	Sole	2026-04-28
2025-12-31 CARY	$10,830,311	520,038	+6.5%	Shares	Sole	2026-01-21
2025-09-30 CARY	$10,206,275	488,105	+3.9%	Shares	Sole	2025-10-16
2025-06-30 CARY	$9,768,096	469,620	+0.3%	Shares	Sole	2025-07-22
2025-03-31 CARY	$9,721,119	468,262	+3.3%	Shares	Sole	2025-05-21
2024-12-31 CARY	$9,329,740	453,120	+3.1%	Shares	Sole	2025-04-21
2024-09-30 CARY	$9,309,890	439,353	+0.4%	Shares	Sole	2025-01-08
2024-06-30 CARY	$9,017,176	437,727	+7.2%	Shares	Sole	2024-07-19
2024-03-31 CARY	$8,388,803	408,413	+74.7%	Shares	Sole	2024-04-22
2023-12-31 CARY	$4,782,852	233,766	—	Shares	Sole	2024-01-18
No filing history on record for this holder in this stock.