Axxcess Wealth Management
CARY icon

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
Q3 		$8.89M Buy
441,930
+11,035
+3% +$228K 0.36% 60
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

Crescent Grove Advisors
Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Lifestyle Asset Management
Lifestyle Asset Management Friendswood, Texas $414M AUM 22.88% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Central Pacific Bank - Trust Division
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Lewis Asset Management
Lewis Asset Management Lafayette, California $294M AUM 25.62% 1-Year Est. Return

Axxcess Wealth Management's CARY Position: Q3 2026 in Review

Axxcess Wealth Management increased its Angel Oak Income ETF (CARY) stake by 2.6% in Q3 2026, buying an estimated $228K and bringing the position to 441,930 shares worth $8.89M. The position accounts for 0.36% of the portfolio, ranked #60.

Axxcess Wealth Management first reported a position in CARY in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.95M in Q2 2026. 27 funds tracked by Wall St. Rank hold CARY as of Q3 2026.

  • Axxcess Wealth Management held 441,930 shares of Angel Oak Income ETF worth $8.89M as of Q3 2026.
  • Axxcess Wealth Management bought 11,035 Angel Oak Income ETF shares in Q3 2026, an estimated $228K.
  • Angel Oak Income ETF made up 0.36% of Axxcess Wealth Management's portfolio in Q3 2026, its #60 holding.
  • Axxcess Wealth Management first reported a position in Angel Oak Income ETF in Q3 2023 and has held it in 12 quarters since.
  • Axxcess Wealth Management's Angel Oak Income ETF position peaked at $8.95M in Q2 2026.
  • 27 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.