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Bridge Advisory’s Angel Oak Income ETF CARY Stock Holding History

Bridge Advisory’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
2024
Q2 		– Sell
-13,469
Closed -$277K – 99
2024
Q1 		$277K Sell
13,469
-38,714
-74% -$793K 0.14% 89
2023
Q4 		$1.07M Sell
52,183
-500,057
-91% -$10.1M 0.54% 50
2023
Q3 		$11.1M Buy
552,240
+12,968
+2% +$261K 3.89% 4
2023
Q2 		$10.9M Buy
539,272
+9,426
+2% +$190K 3.99% 5
2023
Q1 		$10.7M Sell
529,846
-5,459
-1% -$110K 4.15% 4
2022
Q4 		$10.7M Buy
+535,305
New +$10.8M 4.49% 4

Other funds holding CARY

AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
EWM
Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $413M AUM 15.3% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
CGA
Crescent Grove Advisors Lake Forest, Illinois $1.04B AUM 17.78% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Bridge Advisory's CARY Position: Q2 2024 in Review

Bridge Advisory sold out of Angel Oak Income ETF (CARY) in Q2 2024, closing a stake of 13,469 shares — an estimated $277K sold.

Bridge Advisory first reported a position in CARY in Q4 2022 and held it in 6 quarters. The position peaked at $11.1M in Q3 2023. 30 funds tracked by Wall St. Rank hold CARY as of Q2 2024.

  • Bridge Advisory reported no remaining Angel Oak Income ETF position as of Q2 2024 after selling out during the quarter.
  • Bridge Advisory sold 13,469 Angel Oak Income ETF shares in Q2 2024, an estimated $277K.
  • Bridge Advisory first reported a position in Angel Oak Income ETF in Q4 2022 and held it in 6 quarters.
  • Bridge Advisory's Angel Oak Income ETF position peaked at $11.1M in Q3 2023.
  • 30 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2024.

Based on Bridge Advisory's 13F filing for Q2 2024, filed 23 Jul 2024.