Astor Investment Management’s Angel Oak Income ETF CARY Stock Holding History

Astor Investment Management’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
2025 Q2	$7.98M	Buy	+383,809	New	+$7.93M	4.31%	10

Other funds holding CARY

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Channel Wealth Santa Barbara, California $413M AUM 15.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Astor Investment Management's CARY Position: Q2 2025 in Review

Astor Investment Management opened a new position in Angel Oak Income ETF (CARY) in Q2 2025: 383,809 shares worth $7.98M. The stake represents 4.31% of the portfolio and ranks #10 among its holdings.

70 funds tracked by Wall St. Rank hold CARY as of Q2 2025.

Astor Investment Management held 383,809 shares of Angel Oak Income ETF worth $7.98M as of Q2 2025.
Angel Oak Income ETF was a new Astor Investment Management position in Q2 2025.
Angel Oak Income ETF made up 4.31% of Astor Investment Management's portfolio in Q2 2025, its #10 holding.
70 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2025.

Based on Astor Investment Management's 13F filing for Q2 2025, filed 18 Jul 2025.