AssetMark Inc
CARY icon

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

AssetMark Inc’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 		$1.02K Hold
49
– – ﹤0.01% 3030
2025
Q4 		$1.02K Buy
+49
New +$1.03K ﹤0.01% 2922

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CW
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AssetMark Inc's CARY Position: Q1 2026 in Review

AssetMark Inc held its Angel Oak Income ETF (CARY) position steady in Q1 2026 at 49 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #3030.

AssetMark Inc first reported a position in CARY in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.02K in Q4 2025. 102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

  • AssetMark Inc held 49 shares of Angel Oak Income ETF worth $1.02K as of Q1 2026.
  • AssetMark Inc left its Angel Oak Income ETF share count unchanged in Q1 2026.
  • Angel Oak Income ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #3030 holding.
  • AssetMark Inc first reported a position in Angel Oak Income ETF in Q4 2025 and has held it in 2 quarters since.
  • AssetMark Inc's Angel Oak Income ETF position peaked at $1.02K in Q4 2025.
  • 102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.