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Axxcess Wealth Management’s Angel Oak Income ETF CARY Stock Holding History

Axxcess Wealth 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
2026
Q2 		$8.95M Buy
+430,895
New +$8.97M 0.14% 143
2026
Q1 		– Sell
-388,632
Closed -$8.09M – 467
2025
Q4 		$8.09M Buy
388,632
+11,561
+3% +$242K 0.14% 146
2025
Q3 		$7.88M Buy
377,071
+8,458
+2% +$177K 0.17% 109
2025
Q2 		$7.67M Buy
368,613
+24,793
+7% +$512K 0.18% 107
2025
Q1 		$7.14M Buy
343,820
+4,214
+1% +$87.3K 0.19% 102
2024
Q4 		$6.99M Buy
339,606
+11,867
+4% +$248K 0.17% 104
2024
Q3 		$6.94M Sell
327,739
-106,015
-24% -$2.22M 0.17% 106
2024
Q2 		$8.94M Buy
433,754
+16,943
+4% +$347K 0.24% 78
2024
Q1 		$8.56M Buy
416,811
+37,648
+10% +$771K 0.23% 81
2023
Q4 		$7.76M Buy
379,163
+289,460
+323% +$5.84M 0.23% 88
2023
Q3 		$1.8M Buy
+89,703
New +$1.81M 0.06% 222

Other funds holding CARY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IA
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Axxcess Wealth Management's CARY Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Angel Oak Income ETF (CARY) in Q2 2026: 430,895 shares worth $8.95M. The stake represents 0.14% of the portfolio and ranks #143 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in CARY as recently as Q4 2025.

Axxcess Wealth Management first reported a position in CARY in Q3 2023 and has held it in 11 quarters since. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

  • Axxcess Wealth Management held 430,895 shares of Angel Oak Income ETF worth $8.95M as of Q2 2026.
  • Angel Oak Income ETF was a new Axxcess Wealth Management position in Q2 2026.
  • Angel Oak Income ETF made up 0.14% of Axxcess Wealth Management's portfolio in Q2 2026, its #143 holding.
  • Axxcess Wealth Management first reported a position in Angel Oak Income ETF in Q3 2023 and has held it in 11 quarters since.
  • 110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.