AssetMark Inc’s Angel Oak Income ETF CARY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-49
Closed -$1.02K 3568
2026
Q1
$1.02K Hold
49
﹤0.01% 3030
2025
Q4
$1.02K Buy
+49
New +$1.03K ﹤0.01% 2922

Other funds holding CARY

AssetMark Inc's CARY Position: Q2 2026 in Review

AssetMark Inc sold out of Angel Oak Income ETF (CARY) in Q2 2026, closing a stake of 49 shares — an estimated $1.02K sold.

AssetMark Inc first reported a position in CARY in Q4 2025 and held it in 2 quarters. The position peaked at $1.02K in Q4 2025. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

  • AssetMark Inc reported no remaining Angel Oak Income ETF position as of Q2 2026 after selling out during the quarter.
  • AssetMark Inc sold 49 Angel Oak Income ETF shares in Q2 2026, an estimated $1.02K.
  • AssetMark Inc first reported a position in Angel Oak Income ETF in Q4 2025 and held it in 2 quarters.
  • AssetMark Inc's Angel Oak Income ETF position peaked at $1.02K in Q4 2025.
  • 110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.