Benjamin Edwards Inc’s Angel Oak Income ETF CARY Stock Holding History

Benjamin Edwards Inc’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	$492K	Buy	23,652 +3,141	+15%	+$65.4K	﹤0.01%	1069
2026 Q1	$426K	Buy	20,511 +887	+5%	+$18.6K	﹤0.01%	1052
2025 Q4	$409K	Buy	19,624 +2,920	+17%	+$61.2K	﹤0.01%	1013
2025 Q3	$349K	Buy	+16,704	New	+$349K	﹤0.01%	1050
2025 Q1	–	Sell	-14,789	Closed	-$305K	–	1090
2024 Q4	$305K	Buy	14,789 +1,178	+9%	+$24.6K	﹤0.01%	966
2024 Q3	$289K	Buy	13,611 +104	+0.8%	+$2.18K	﹤0.01%	961
2024 Q2	$278K	Buy	13,507 +348	+3%	+$7.13K	0.05%	304
2024 Q1	$270K	Buy	+13,159	New	+$270K	0.05%	296

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

Benjamin Edwards Inc's CARY Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Angel Oak Income ETF (CARY) stake by 15% in Q2 2026, buying an estimated $65.4K and bringing the position to 23,652 shares worth $492K. The position accounts for ﹤0.01% of the portfolio, ranked #1069.

Benjamin Edwards Inc first reported a position in CARY in Q1 2024 and has held it in 8 quarters since. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

Benjamin Edwards Inc held 23,652 shares of Angel Oak Income ETF worth $492K as of Q2 2026.
Benjamin Edwards Inc bought 3,141 Angel Oak Income ETF shares in Q2 2026, an estimated $65.4K.
Angel Oak Income ETF made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1069 holding.
Benjamin Edwards Inc first reported a position in Angel Oak Income ETF in Q1 2024 and has held it in 8 quarters since.
110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.