Baird Financial Group’s Angel Oak Income ETF CARY Stock Holding History

Baird Financial Group’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	$11.3M	Sell	543,828 -8,447	-2%	-$177K	0.02%	529
2025 Q4	$11.5M	Sell	552,275 -13,853	-2%	-$290K	0.02%	501
2025 Q3	$11.8M	Buy	566,128 +7,315	+1%	+$153K	0.02%	495
2025 Q2	$11.6M	Sell	558,813 -2,399	-0.4%	-$49.6K	0.02%	489
2025 Q1	$11.7M	Sell	561,212 -17,805	-3%	-$369K	0.02%	479
2024 Q4	$11.9M	Buy	579,017 +31,718	+6%	+$662K	0.02%	470
2024 Q3	$11.6M	Buy	547,299 +173,837	+47%	+$3.65M	0.02%	468
2024 Q2	$7.69M	Buy	373,462 +111,479	+43%	+$2.28M	0.02%	551
2024 Q1	$5.38M	Buy	261,983 +229,786	+714%	+$4.71M	0.01%	640
2023 Q4	$659K	Buy	+32,197	New	+$650K	﹤0.01%	1270

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

Baird Financial Group's CARY Position: Q1 2026 in Review

Baird Financial Group reduced its Angel Oak Income ETF (CARY) stake by 1.5% in Q1 2026, selling an estimated $177K and leaving 543,828 shares worth $11.3M. The position accounts for 0.02% of the portfolio, ranked #529.

Baird Financial Group first reported a position in CARY in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.9M in Q4 2024. 102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

Baird Financial Group held 543,828 shares of Angel Oak Income ETF worth $11.3M as of Q1 2026.
Baird Financial Group sold 8,447 Angel Oak Income ETF shares in Q1 2026, an estimated $177K.
Angel Oak Income ETF made up 0.02% of Baird Financial Group's portfolio in Q1 2026, its #529 holding.
Baird Financial Group first reported a position in Angel Oak Income ETF in Q4 2023 and has held it in 10 quarters since.
Baird Financial Group's Angel Oak Income ETF position peaked at $11.9M in Q4 2024.
102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.