9823 Capital’s Angel Oak Income ETF CARY Stock Holding History

9823 Capital’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
2026 Q2	$1.47M	Sell	70,899 -7,666	-10%	-$160K	0.99%	12
2026 Q1	$1.63M	Buy	78,565 +11,382	+17%	+$238K	1.23%	13
2025 Q4	$1.4M	Buy	+67,183	New	+$1.41M	0.96%	13

Other funds holding CARY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IFC Advisors Los Angeles, California $788M AUM 19.88% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

9823 Capital's CARY Position: Q2 2026 in Review

9823 Capital reduced its Angel Oak Income ETF (CARY) stake by 9.8% in Q2 2026, selling an estimated $160K and leaving 70,899 shares worth $1.47M. The position accounts for 0.99% of the portfolio, ranked #12.

9823 Capital first reported a position in CARY in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.63M in Q1 2026. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

9823 Capital held 70,899 shares of Angel Oak Income ETF worth $1.47M as of Q2 2026.
9823 Capital sold 7,666 Angel Oak Income ETF shares in Q2 2026, an estimated $160K.
Angel Oak Income ETF made up 0.99% of 9823 Capital's portfolio in Q2 2026, its #12 holding.
9823 Capital first reported a position in Angel Oak Income ETF in Q4 2025 and has held it in 3 quarters since.
9823 Capital's Angel Oak Income ETF position peaked at $1.63M in Q1 2026.
110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on 9823 Capital's 13F filing for Q2 2026, filed 14 Aug 2026.