Atria Investments’s Angel Oak Income ETF CARY Stock Holding History

Atria Investments’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	$2.87M	Buy	137,884 +18,349	+15%	+$382K	0.03%	594
2026 Q1	$2.48M	Sell	119,535 -5,676	-5%	-$119K	0.03%	615
2025 Q4	$2.61M	Sell	125,211 -8,511	-6%	-$178K	0.03%	613
2025 Q3	$2.8M	Sell	133,722 -15,553	-10%	-$325K	0.03%	593
2025 Q2	$3.1M	Buy	149,275 +109,590	+276%	+$2.27M	0.04%	551
2025 Q1	$824K	Buy	+39,685	New	+$822K	0.01%	1088

Other funds holding CARY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IFC Advisors Los Angeles, California $788M AUM 19.88% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Atria Investments's CARY Position: Q2 2026 in Review

Atria Investments increased its Angel Oak Income ETF (CARY) stake by 15% in Q2 2026, buying an estimated $382K and bringing the position to 137,884 shares worth $2.87M. The position accounts for 0.03% of the portfolio, ranked #594.

Atria Investments first reported a position in CARY in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.1M in Q2 2025. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

Atria Investments held 137,884 shares of Angel Oak Income ETF worth $2.87M as of Q2 2026.
Atria Investments bought 18,349 Angel Oak Income ETF shares in Q2 2026, an estimated $382K.
Angel Oak Income ETF made up 0.03% of Atria Investments's portfolio in Q2 2026, its #594 holding.
Atria Investments first reported a position in Angel Oak Income ETF in Q1 2025 and has held it in 6 quarters since.
Atria Investments's Angel Oak Income ETF position peaked at $3.1M in Q2 2025.
110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.