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

Advocacy Wealth Management Services’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 Q1	$221K	Sell	10,633 -3,006	-22%	-$62.9K	0.01%	143
2025 Q4	$284K	Sell	13,639 -2,111,987	-99%	-$44.3M	0.01%	136
2025 Q3	$44.4M	Buy	2,125,626 +67,301	+3%	+$1.41M	1.93%	15
2025 Q2	$42.8M	Buy	2,058,325 +140,275	+7%	+$2.9M	2.63%	11
2025 Q1	$39.8M	Buy	1,918,050 +114,075	+6%	+$2.36M	2.71%	13
2024 Q4	$37.1M	Sell	1,803,975 -52,601	-3%	-$1.1M	2.82%	14
2024 Q3	$39.3M	Sell	1,856,576 -32,011	-2%	-$671K	3.09%	12
2024 Q2	$38.9M	Buy	1,888,587 +16,878	+0.9%	+$346K	3.21%	10
2024 Q1	$38.4M	Buy	+1,871,709	New	+$38.3M	3.31%	9

Other funds holding CARY

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

IFC Advisors Los Angeles, California $699M AUM 17.65% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Advocacy Wealth Management Services's CARY Position: Q1 2026 in Review

Advocacy Wealth Management Services reduced its Angel Oak Income ETF (CARY) stake by 22% in Q1 2026, selling an estimated $62.9K and leaving 10,633 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #143.

Advocacy Wealth Management Services first reported a position in CARY in Q1 2024 and has held it in 9 quarters since. The position peaked at $44.4M in Q3 2025. 102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

Advocacy Wealth Management Services held 10,633 shares of Angel Oak Income ETF worth $221K as of Q1 2026.
Advocacy Wealth Management Services sold 3,006 Angel Oak Income ETF shares in Q1 2026, an estimated $62.9K.
Angel Oak Income ETF made up 0.01% of Advocacy Wealth Management Services's portfolio in Q1 2026, its #143 holding.
Advocacy Wealth Management Services first reported a position in Angel Oak Income ETF in Q1 2024 and has held it in 9 quarters since.
Advocacy Wealth Management Services's Angel Oak Income ETF position peaked at $44.4M in Q3 2025.
102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2026, filed 12 May 2026.