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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
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

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Bank of America
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Wells Fargo
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
IA
IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $413M AUM 15.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s CARY Position: Q1 2026 in Review

Beacon Capital Management Inc (Ohio) reduced its Angel Oak Income ETF (CARY) stake by 1.2% in Q1 2026, selling an estimated $89.3K and leaving 363,219 shares worth $7.55M. The position accounts for 0.42% of the portfolio, ranked #35.

Beacon Capital Management Inc (Ohio) first reported a position in CARY in Q3 2025 and has held it in 3 quarters since. The position peaked at $11.3M in Q3 2025. 102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

  • Beacon Capital Management Inc (Ohio) held 363,219 shares of Angel Oak Income ETF worth $7.55M as of Q1 2026.
  • Beacon Capital Management Inc (Ohio) sold 4,266 Angel Oak Income ETF shares in Q1 2026, an estimated $89.3K.
  • Angel Oak Income ETF made up 0.42% of Beacon Capital Management Inc (Ohio)'s portfolio in Q1 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 3 quarters since.
  • Beacon Capital Management Inc (Ohio)'s Angel Oak Income ETF position peaked at $11.3M in Q3 2025.
  • 102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2026, filed 30 Apr 2026.