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Arkadios Wealth Advisors’s Angel Oak Income ETF CARY Stock Holding History

Arkadios Wealth Advisors’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 		$74M Buy
3,562,484
+428,745
+14% +$8.98M 1.21% 6
2025
Q4 		$65.3M Buy
3,133,739
+227,114
+8% +$4.76M 1.27% 8
2025
Q3 		$60.8M Buy
2,906,625
+615,443
+27% +$12.9M 1.46% 6
2025
Q2 		$47.7M Buy
2,291,182
+37,512
+2% +$775K 1.41% 6
2025
Q1 		$46.8M Buy
2,253,670
+19,196
+0.9% +$398K 1.77% 6
2024
Q4 		$46M Buy
2,234,474
+203,866
+10% +$4.26M 2.51% 3
2024
Q3 		$43M Buy
2,030,608
+257,402
+15% +$5.4M 2.44% 3
2024
Q2 		$36.5M Buy
1,773,206
+236,168
+15% +$4.84M 2.46% 3
2024
Q1 		$31.6M Buy
1,537,038
+129,217
+9% +$2.65M 2.45% 3
2023
Q4 		$28.8M Buy
1,407,821
+378,703
+37% +$7.64M 2.44% 2
2023
Q3 		$20.7M Buy
+1,029,118
New +$20.7M 1.96% 6

Other funds holding CARY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $413M AUM 15.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Arkadios Wealth Advisors's CARY Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Angel Oak Income ETF (CARY) stake by 14% in Q1 2026, buying an estimated $8.98M and bringing the position to 3,562,484 shares worth $74M. The position accounts for 1.21% of the portfolio, ranked #6.

Arkadios Wealth Advisors first reported a position in CARY in Q3 2023 and has held it in 11 quarters since. 102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

  • Arkadios Wealth Advisors held 3,562,484 shares of Angel Oak Income ETF worth $74M as of Q1 2026.
  • Arkadios Wealth Advisors bought 428,745 Angel Oak Income ETF shares in Q1 2026, an estimated $8.98M.
  • Angel Oak Income ETF made up 1.21% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #6 holding.
  • Arkadios Wealth Advisors first reported a position in Angel Oak Income ETF in Q3 2023 and has held it in 11 quarters since.
  • 102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.