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 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

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

Benjamin Edwards Inc's CARY Position: Q1 2026 in Review

Benjamin Edwards Inc increased its Angel Oak Income ETF (CARY) stake by 4.5% in Q1 2026, buying an estimated $18.6K and bringing the position to 20,511 shares worth $426K. The position accounts for ﹤0.01% of the portfolio, ranked #1052.

Benjamin Edwards Inc first reported a position in CARY in Q1 2024 and has held it in 7 quarters since. 102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

Benjamin Edwards Inc held 20,511 shares of Angel Oak Income ETF worth $426K as of Q1 2026.
Benjamin Edwards Inc bought 887 Angel Oak Income ETF shares in Q1 2026, an estimated $18.6K.
Angel Oak Income ETF made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #1052 holding.
Benjamin Edwards Inc first reported a position in Angel Oak Income ETF in Q1 2024 and has held it in 7 quarters since.
102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.