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 Q2	–	Sell	-10,633	Closed	-$221K	–	154
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

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

Advocacy Wealth Management Services's CARY Position: Q2 2026 in Review

Advocacy Wealth Management Services sold out of Angel Oak Income ETF (CARY) in Q2 2026, closing a stake of 10,633 shares — an estimated $221K sold.

Advocacy Wealth Management Services first reported a position in CARY in Q1 2024 and held it in 9 quarters. The position peaked at $44.4M in Q3 2025. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

Advocacy Wealth Management Services reported no remaining Angel Oak Income ETF position as of Q2 2026 after selling out during the quarter.
Advocacy Wealth Management Services sold 10,633 Angel Oak Income ETF shares in Q2 2026, an estimated $221K.
Advocacy Wealth Management Services first reported a position in Angel Oak Income ETF in Q1 2024 and held it in 9 quarters.
Advocacy Wealth Management Services's Angel Oak Income ETF position peaked at $44.4M in Q3 2025.
110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

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