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Bay Colony Advisors’s Angel Oak Income ETF CARY Stock Holding History

Bay Colony Advisors’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 		$1.08M Buy
51,747
+25,940
+101% +$540K 0.12% 150
2026
Q1 		$536K Sell
25,807
-20,750
-45% -$434K 0.07% 247
2025
Q4 		$970K Buy
46,557
+682
+1% +$14.3K 0.12% 160
2025
Q3 		$959K Buy
45,875
+23,438
+104% +$490K 0.11% 169
2025
Q2 		$467K Buy
22,437
+9,518
+74% +$197K 0.06% 254
2025
Q1 		$269K Sell
12,919
-6,092
-32% -$126K 0.04% 357
2024
Q4 		$391K Sell
19,011
-3,187
-14% -$66.5K 0.06% 280
2024
Q3 		$470K Buy
22,198
+1,286
+6% +$27K 0.07% 249
2024
Q2 		$431K Buy
20,912
+6,930
+50% +$142K 0.07% 242
2024
Q1 		$287K Buy
13,982
+2,396
+21% +$49.1K 0.05% 292
2023
Q4 		$237K Buy
+11,586
New +$234K 0.05% 316

Other funds holding CARY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IA
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bay Colony Advisors's CARY Position: Q2 2026 in Review

Bay Colony Advisors increased its Angel Oak Income ETF (CARY) stake by 101% in Q2 2026, buying an estimated $540K and bringing the position to 51,747 shares worth $1.08M. The position accounts for 0.12% of the portfolio, ranked #150.

Bay Colony Advisors first reported a position in CARY in Q4 2023 and has held it in 11 quarters since. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

  • Bay Colony Advisors held 51,747 shares of Angel Oak Income ETF worth $1.08M as of Q2 2026.
  • Bay Colony Advisors bought 25,940 Angel Oak Income ETF shares in Q2 2026, an estimated $540K.
  • Angel Oak Income ETF made up 0.12% of Bay Colony Advisors's portfolio in Q2 2026, its #150 holding.
  • Bay Colony Advisors first reported a position in Angel Oak Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.