Able Wealth Management’s Angel Oak Income ETF CARY Stock Holding History

Able Wealth 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
2026 Q2	$1.7M	Sell	81,868 -3,530	-4%	-$73.5K	0.39%	49
2026 Q1	$1.77M	Buy	85,398 +386	+0.5%	+$8.08K	0.47%	42
2025 Q4	$1.77M	Buy	85,012 +12,770	+18%	+$268K	0.56%	38
2025 Q3	$1.51M	Buy	72,242 +10,787	+18%	+$225K	0.57%	41
2025 Q2	$1.28M	Buy	61,455 +22,221	+57%	+$459K	0.64%	39
2025 Q1	$815K	Buy	39,234 +26,743	+214%	+$554K	0.48%	49
2024 Q4	$257K	Buy	+12,491	New	+$261K	0.17%	80

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

Able Wealth Management's CARY Position: Q2 2026 in Review

Able Wealth Management reduced its Angel Oak Income ETF (CARY) stake by 4.1% in Q2 2026, selling an estimated $73.5K and leaving 81,868 shares worth $1.7M. The position accounts for 0.39% of the portfolio, ranked #49.

Able Wealth Management first reported a position in CARY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.77M in Q1 2026. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

Able Wealth Management held 81,868 shares of Angel Oak Income ETF worth $1.7M as of Q2 2026.
Able Wealth Management sold 3,530 Angel Oak Income ETF shares in Q2 2026, an estimated $73.5K.
Angel Oak Income ETF made up 0.39% of Able Wealth Management's portfolio in Q2 2026, its #49 holding.
Able Wealth Management first reported a position in Angel Oak Income ETF in Q4 2024 and has held it in 7 quarters since.
Able Wealth Management's Angel Oak Income ETF position peaked at $1.77M in Q1 2026.
110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.