Advisory Services Network’s Angel Oak Income ETF CARY Stock Holding History

Advisory Services Network’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
2025 Q4	–	Sell	-10,951	Closed	-$229K	–	2179
2025 Q3	$229K	Buy	10,951 +16	+0.1%	+$334	﹤0.01%	1618
2025 Q2	$227K	Buy	+10,935	New	+$226K	﹤0.01%	1579

Other funds holding CARY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Channel Wealth Santa Barbara, California $413M AUM 15.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Advisory Services Network's CARY Position: Q4 2025 in Review

Advisory Services Network sold out of Angel Oak Income ETF (CARY) in Q4 2025, closing a stake of 10,951 shares — an estimated $229K sold.

Advisory Services Network first reported a position in CARY in Q2 2025 and held it in 2 quarters. The position peaked at $229K in Q3 2025. 91 funds tracked by Wall St. Rank hold CARY as of Q4 2025.

Advisory Services Network reported no remaining Angel Oak Income ETF position as of Q4 2025 after selling out during the quarter.
Advisory Services Network sold 10,951 Angel Oak Income ETF shares in Q4 2025, an estimated $229K.
Advisory Services Network first reported a position in Angel Oak Income ETF in Q2 2025 and held it in 2 quarters.
Advisory Services Network's Angel Oak Income ETF position peaked at $229K in Q3 2025.
91 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q4 2025.

Based on Advisory Services Network's 13F filing for Q4 2025, filed 17 Feb 2026.