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 Q2	$1.14M	Sell	54,635 -28,699	-34%	-$598K	0.04%	452
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

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

Belpointe Asset Management's CARY Position: Q2 2026 in Review

Belpointe Asset Management reduced its Angel Oak Income ETF (CARY) stake by 34% in Q2 2026, selling an estimated $598K and leaving 54,635 shares worth $1.14M. The position accounts for 0.04% of the portfolio, ranked #452.

Belpointe Asset Management first reported a position in CARY in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.74M in Q2 2025. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

Belpointe Asset Management held 54,635 shares of Angel Oak Income ETF worth $1.14M as of Q2 2026.
Belpointe Asset Management sold 28,699 Angel Oak Income ETF shares in Q2 2026, an estimated $598K.
Angel Oak Income ETF made up 0.04% of Belpointe Asset Management's portfolio in Q2 2026, its #452 holding.
Belpointe Asset Management first reported a position in Angel Oak Income ETF in Q1 2025 and has held it in 6 quarters since.
Belpointe Asset Management's Angel Oak Income ETF position peaked at $2.74M in Q2 2025.
110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.