Belpointe Asset Management’s Angel Oak Income ETF CARY Stock Holding History

Belpointe Asset 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
2026 Q1	$1.73M	Buy	83,334 +4,548	+6%	+$95.2K	0.06%	273
2025 Q4	$1.64M	Sell	78,786 -33,376	-30%	-$699K	0.06%	267
2025 Q3	$2.35M	Sell	112,162 -19,628	-15%	-$410K	0.09%	192
2025 Q2	$2.74M	Buy	131,790 +15,166	+13%	+$313K	0.11%	156
2025 Q1	$2.42M	Buy	+116,624	New	+$2.42M	0.13%	153

Other funds holding CARY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Channel Wealth Santa Barbara, California $413M AUM 15.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Belpointe Asset Management's CARY Position: Q1 2026 in Review

Belpointe Asset Management increased its Angel Oak Income ETF (CARY) stake by 5.8% in Q1 2026, buying an estimated $95.2K and bringing the position to 83,334 shares worth $1.73M. The position accounts for 0.06% of the portfolio, ranked #273.

Belpointe Asset Management first reported a position in CARY in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.74M in Q2 2025. 102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

Belpointe Asset Management held 83,334 shares of Angel Oak Income ETF worth $1.73M as of Q1 2026.
Belpointe Asset Management bought 4,548 Angel Oak Income ETF shares in Q1 2026, an estimated $95.2K.
Angel Oak Income ETF made up 0.06% of Belpointe Asset Management's portfolio in Q1 2026, its #273 holding.
Belpointe Asset Management first reported a position in Angel Oak Income ETF in Q1 2025 and has held it in 5 quarters since.
Belpointe Asset Management's Angel Oak Income ETF position peaked at $2.74M in Q2 2025.
102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.