Beacon Capital Management Inc (Ohio)’s Angel Oak Income ETF CARY Stock Holding History

Beacon Capital Management Inc (Ohio)’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	$7.63M	Buy	367,245 +4,026	+1%	+$83.8K	0.46%	35
2026 Q1	$7.55M	Sell	363,219 -4,266	-1%	-$89.3K	0.42%	35
2025 Q4	$7.65M	Sell	367,485 -171,659	-32%	-$3.6M	0.41%	32
2025 Q3	$11.3M	Buy	+539,144	New	+$11.3M	0.54%	32

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

Beacon Capital Management Inc (Ohio)'s CARY Position: Q2 2026 in Review

Beacon Capital Management Inc (Ohio) increased its Angel Oak Income ETF (CARY) stake by 1.1% in Q2 2026, buying an estimated $83.8K and bringing the position to 367,245 shares worth $7.63M. The position accounts for 0.46% of the portfolio, ranked #35.

Beacon Capital Management Inc (Ohio) first reported a position in CARY in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.3M in Q3 2025. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

Beacon Capital Management Inc (Ohio) held 367,245 shares of Angel Oak Income ETF worth $7.63M as of Q2 2026.
Beacon Capital Management Inc (Ohio) bought 4,026 Angel Oak Income ETF shares in Q2 2026, an estimated $83.8K.
Angel Oak Income ETF made up 0.46% of Beacon Capital Management Inc (Ohio)'s portfolio in Q2 2026, its #35 holding.
Beacon Capital Management Inc (Ohio) first reported a position in Angel Oak Income ETF in Q3 2025 and has held it in 4 quarters since.
Beacon Capital Management Inc (Ohio)'s Angel Oak Income ETF position peaked at $11.3M in Q3 2025.
110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2026, filed 13 Aug 2026.