Camarda Financial Advisors’s Angel Oak Income ETF CARY Stock Holding History

Camarda Financial Advisors’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	$2.92M	Buy	140,367 +10,072	+8%	+$210K	0.88%	40
2026 Q1	$2.71M	Buy	130,295 +30,239	+30%	+$633K	1.42%	31
2025 Q4	$2.08M	Sell	100,056 -4,502	-4%	-$94.3K	0.79%	43
2025 Q3	$2.19M	Buy	104,558 +2,017	+2%	+$42.1K	0.81%	41
2025 Q2	$2.13M	Buy	102,541 +7,140	+7%	+$148K	0.84%	39
2025 Q1	$1.98M	Buy	95,401 +3,189	+3%	+$66K	0.89%	34
2024 Q4	$1.9M	Buy	92,212 +4,574	+5%	+$95.5K	0.71%	47
2024 Q3	$1.86M	Buy	87,638 +3,253	+4%	+$68.2K	0.7%	49
2024 Q2	$1.74M	Sell	84,385 -1,610	-2%	-$33K	0.68%	48
2024 Q1	$1.77M	Sell	85,995 -5,016	-6%	-$103K	0.71%	45
2023 Q4	$1.86M	Buy	+91,011	New	+$1.84M	0.8%	35

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

Camarda Financial Advisors's CARY Position: Q2 2026 in Review

Camarda Financial Advisors increased its Angel Oak Income ETF (CARY) stake by 7.7% in Q2 2026, buying an estimated $210K and bringing the position to 140,367 shares worth $2.92M. The position accounts for 0.88% of the portfolio, ranked #40.

Camarda Financial Advisors first reported a position in CARY in Q4 2023 and has held it in 11 quarters since. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

Camarda Financial Advisors held 140,367 shares of Angel Oak Income ETF worth $2.92M as of Q2 2026.
Camarda Financial Advisors bought 10,072 Angel Oak Income ETF shares in Q2 2026, an estimated $210K.
Angel Oak Income ETF made up 0.88% of Camarda Financial Advisors's portfolio in Q2 2026, its #40 holding.
Camarda Financial Advisors first reported a position in Angel Oak Income ETF in Q4 2023 and has held it in 11 quarters since.
110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Camarda Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.