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 Q3	$1.64M	Sell	81,608 -260	-0.3%	-$5.36K	0.36%	50
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

Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Lifestyle Asset Management Friendswood, Texas $414M AUM 22.88% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Able Wealth Management's CARY Position: Q3 2026 in Review

Able Wealth Management reduced its Angel Oak Income ETF (CARY) stake by 0.32% in Q3 2026, selling an estimated $5.36K and leaving 81,608 shares worth $1.64M. The position accounts for 0.36% of the portfolio, ranked #50.

Able Wealth Management first reported a position in CARY in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.77M in Q1 2026. 29 funds tracked by Wall St. Rank hold CARY as of Q3 2026.

Able Wealth Management held 81,608 shares of Angel Oak Income ETF worth $1.64M as of Q3 2026.
Able Wealth Management sold 260 Angel Oak Income ETF shares in Q3 2026, an estimated $5.36K.
Angel Oak Income ETF made up 0.36% of Able Wealth Management's portfolio in Q3 2026, its #50 holding.
Able Wealth Management first reported a position in Angel Oak Income ETF in Q4 2024 and has held it in 8 quarters since.
Able Wealth Management's Angel Oak Income ETF position peaked at $1.77M in Q1 2026.
29 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.