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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
Q2 		$60M Sell
2,889,043
-673,441
-19% -$14M 0.91% 14
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

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Arkadios Wealth Advisors's CARY Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Angel Oak Income ETF (CARY) stake by 19% in Q2 2026, selling an estimated $14M and leaving 2,889,043 shares worth $60M. The position accounts for 0.91% of the portfolio, ranked #14.

Arkadios Wealth Advisors first reported a position in CARY in Q3 2023 and has held it in 12 quarters since. The position peaked at $74M in Q1 2026. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

  • Arkadios Wealth Advisors held 2,889,043 shares of Angel Oak Income ETF worth $60M as of Q2 2026.
  • Arkadios Wealth Advisors sold 673,441 Angel Oak Income ETF shares in Q2 2026, an estimated $14M.
  • Angel Oak Income ETF made up 0.91% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #14 holding.
  • Arkadios Wealth Advisors first reported a position in Angel Oak Income ETF in Q3 2023 and has held it in 12 quarters since.
  • Arkadios Wealth Advisors's Angel Oak Income ETF position peaked at $74M in Q1 2026.
  • 110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.