INDEPENDENT FINANCIAL GROUP, LLC

Position in CARY — Angel Oak Income ETF

CIK 275484 SAN DIEGO, CA

Back to CARY Full portfolio

All Filings in CARY

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 CARY	$2,432,871	117,117	+3.9%	Shares	Sole	2026-05-15
2025-12-31 CARY	$2,346,819	112,687	+39.9%	Shares	Sole	2026-05-15
2025-09-30 CARY	$1,684,446	80,557	+59.1%	Shares	Sole	2026-05-15
2025-06-30 CARY	$1,052,916	50,621	+0.3%	Shares	Sole	2026-05-15
2025-03-31 CARY	$1,047,383	50,452	—	Shares	Sole	2026-05-19
No filing history on record for this holder in this stock.