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Buck Wealth Strategies’s Angel Oak Income ETF CARY Stock Holding History

Buck Wealth Strategies’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 		$3.72K Buy
+179
New +$3.73K ﹤0.01% 770

Other funds holding CARY

IA
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
CW
Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CGA
Crescent Grove Advisors Lake Forest, Illinois $1.2B AUM 23.08% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return

Buck Wealth Strategies's CARY Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Angel Oak Income ETF (CARY) in Q2 2026: 179 shares worth $3.72K. The stake represents ﹤0.01% of the portfolio and ranks #770 among its holdings.

69 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

  • Buck Wealth Strategies held 179 shares of Angel Oak Income ETF worth $3.72K as of Q2 2026.
  • Angel Oak Income ETF was a new Buck Wealth Strategies position in Q2 2026.
  • Angel Oak Income ETF made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #770 holding.
  • 69 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.