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 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Axxcess Wealth Management's CARY Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Angel Oak Income ETF (CARY) in Q1 2026, closing a stake of 388,632 shares — an estimated $8.09M sold.

Axxcess Wealth Management first reported a position in CARY in Q3 2023 and held it in 10 quarters. The position peaked at $8.94M in Q2 2024. 102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

Axxcess Wealth Management reported no remaining Angel Oak Income ETF position as of Q1 2026 after selling out during the quarter.
Axxcess Wealth Management sold 388,632 Angel Oak Income ETF shares in Q1 2026, an estimated $8.09M.
Axxcess Wealth Management first reported a position in Angel Oak Income ETF in Q3 2023 and held it in 10 quarters.
Axxcess Wealth Management's Angel Oak Income ETF position peaked at $8.94M in Q2 2024.
102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.