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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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
IA
IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $413M AUM 15.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Atria Investments's CARY Position: Q1 2026 in Review

Atria Investments reduced its Angel Oak Income ETF (CARY) stake by 4.5% in Q1 2026, selling an estimated $119K and leaving 119,535 shares worth $2.48M. The position accounts for 0.03% of the portfolio, ranked #615.

Atria Investments first reported a position in CARY in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.1M in Q2 2025. 102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

  • Atria Investments held 119,535 shares of Angel Oak Income ETF worth $2.48M as of Q1 2026.
  • Atria Investments sold 5,676 Angel Oak Income ETF shares in Q1 2026, an estimated $119K.
  • Angel Oak Income ETF made up 0.03% of Atria Investments's portfolio in Q1 2026, its #615 holding.
  • Atria Investments first reported a position in Angel Oak Income ETF in Q1 2025 and has held it in 5 quarters since.
  • Atria Investments's Angel Oak Income ETF position peaked at $3.1M in Q2 2025.
  • 102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.