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Bartlett & Co Wealth Management’s Angel Oak Income ETF CARY Stock Holding History

Bartlett & Co 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
2025
Q2 		– Sell
-23
Closed -$480 – 1258
2025
Q1 		$480 Buy
+23
New +$476 ﹤0.01% 1140

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CWM
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Bartlett & Co Wealth Management's CARY Position: Q2 2025 in Review

Bartlett & Co Wealth Management sold out of Angel Oak Income ETF (CARY) in Q2 2025, closing a stake of 23 shares — an estimated $480 sold.

Bartlett & Co Wealth Management first reported a position in CARY in Q1 2025 and held it in 1 quarter. The position peaked at $480 in Q1 2025. 70 funds tracked by Wall St. Rank hold CARY as of Q2 2025.

  • Bartlett & Co Wealth Management reported no remaining Angel Oak Income ETF position as of Q2 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 23 Angel Oak Income ETF shares in Q2 2025, an estimated $480.
  • Bartlett & Co Wealth Management first reported a position in Angel Oak Income ETF in Q1 2025 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Angel Oak Income ETF position peaked at $480 in Q1 2025.
  • 70 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.