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

AE 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 		$784K Buy
37,746
+1,551
+4% +$32.3K ﹤0.01% 1011
2026
Q1 		$752K Buy
36,195
+1,308
+4% +$27.4K ﹤0.01% 928
2025
Q4 		$727K Sell
34,887
-935
-3% -$19.6K ﹤0.01% 904
2025
Q3 		$749K Buy
35,822
+916
+3% +$19.1K ﹤0.01% 828
2025
Q2 		$726K Buy
+34,906
New +$721K 0.01% 806

Other funds holding CARY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IA
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

AE Wealth Management increased its Angel Oak Income ETF (CARY) stake by 4.3% in Q2 2026, buying an estimated $32.3K and bringing the position to 37,746 shares worth $784K. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

AE Wealth Management first reported a position in CARY in Q2 2025 and has held it in 5 quarters since. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

  • AE Wealth Management held 37,746 shares of Angel Oak Income ETF worth $784K as of Q2 2026.
  • AE Wealth Management bought 1,551 Angel Oak Income ETF shares in Q2 2026, an estimated $32.3K.
  • Angel Oak Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1011 holding.
  • AE Wealth Management first reported a position in Angel Oak Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.