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 Q2	$11.5M	Buy	552,850 +9,022	+2%	+$188K	0.02%	572
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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Baird Financial Group's CARY Position: Q2 2026 in Review

Baird Financial Group increased its Angel Oak Income ETF (CARY) stake by 1.7% in Q2 2026, buying an estimated $188K and bringing the position to 552,850 shares worth $11.5M. The position accounts for 0.02% of the portfolio, ranked #572.

Baird Financial Group first reported a position in CARY in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.9M in Q4 2024. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

Baird Financial Group held 552,850 shares of Angel Oak Income ETF worth $11.5M as of Q2 2026.
Baird Financial Group bought 9,022 Angel Oak Income ETF shares in Q2 2026, an estimated $188K.
Angel Oak Income ETF made up 0.02% of Baird Financial Group's portfolio in Q2 2026, its #572 holding.
Baird Financial Group first reported a position in Angel Oak Income ETF in Q4 2023 and has held it in 11 quarters since.
Baird Financial Group's Angel Oak Income ETF position peaked at $11.9M in Q4 2024.
110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.