Want to track CARY and more in your Portfolio? 🎯
Sign up for Marketlog, a portfolio tracker that will exceed your expectations!
Angel Oak Income ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 15,139 | $314,590 | $305,580.71 | -$9,009.29 | -2.86% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 101 | $2,098.06 | $2,038.68 | -$59.38 | -2.83% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 45,439 | $944,985.67 | $919,912.55 | -$25,073.12 | -2.65% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 13,854 | $287,886.12 | $280,474.23 | -$7,411.89 | -2.57% |
 Steve Wachs Legacy CG LLC | 412,073 | $8.56M | $8.34M | -$224,212.34 | -2.62% |
 Candace Cavalier Congress Wealth Management LLC / DE / | 811,224 | $16.54M | $16.42M | -$120,458.83 | -0.73% |
 Jeremy Baltz Raleigh Capital Management Inc. | 5,871 | $122,121.31 | $118,799.68 | -$3,321.63 | -2.72% |
 William Jollie Quent Capital LLC | 4,180 | $86,860.4 | $84,624.1 | -$2,236.3 | -2.57% |
| BP Brett Pohl Kingdom Financial Group LLC | 495 | $10,309 | $10,016.32 | -$292.68 | -2.84% |
| JC Jared Calvert Buck Wealth Strategies LLC | 179 | $3,720 | $3,622.96 | -$97.04 | -2.61% |
| CWL Channel Wealth LLC Channel Wealth LLC | 1.34M | $27.66M | $27.12M | -$548,916.77 | -1.98% |
 Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 80,379 | $1.67M | $1.63M | -$46,091.18 | -2.76% |
 Christopher C. Powers Farther Finance Advisors, LLC | 21,995 | $456,709.08 | $443,969.07 | -$12,740.01 | -2.79% |
 Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 203,620 | $4.23M | $4.12M | -$108,929.1 | -2.57% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 43,269 | $896,139.58 | $874,899.18 | -$21,240.4 | -2.37% |
 David W. Lewis Lewis Asset Management, LLC | 118,649 | $2.46M | $2.4M | -$55,793.29 | -2.27% |
 Seth Hodes Able Wealth Management LLC | 81,608 | $1.7M | $1.65M | -$48,070.17 | -2.83% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 178,995 | $3.69M | $3.62M | -$67,877.81 | -1.84% |
 Ronald Loyd Richardson VISTA INVESTMENT PARTNERS LLC | 21,291 | $442,161.11 | $430,716.93 | -$11,444.18 | -2.59% |
 Bryan Gort Quest 10 Wealth Builders, Inc. | 1,046 | $21,756.4 | $21,153.15 | -$603.25 | -2.77% |
2026 © Marketlog. All Rights Reserved.
