Ameriprise’s Angel Oak Income ETF CARY Stock Holding History

Ameriprise’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	–	Sell	-55,820	Closed	-$1.16M	–	4083
2025 Q4	$1.16M	Buy	+55,820	New	+$1.17M	﹤0.01%	3261

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

Ameriprise's CARY Position: Q1 2026 in Review

Ameriprise sold out of Angel Oak Income ETF (CARY) in Q1 2026, closing a stake of 55,820 shares — an estimated $1.16M sold.

Ameriprise first reported a position in CARY in Q4 2025 and held it in 1 quarter. The position peaked at $1.16M in Q4 2025. 102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

Ameriprise reported no remaining Angel Oak Income ETF position as of Q1 2026 after selling out during the quarter.
Ameriprise sold 55,820 Angel Oak Income ETF shares in Q1 2026, an estimated $1.16M.
Ameriprise first reported a position in Angel Oak Income ETF in Q4 2025 and held it in 1 quarter.
Ameriprise's Angel Oak Income ETF position peaked at $1.16M in Q4 2025.
102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.