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 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

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

Camarda Financial Advisors's CARY Position: Q1 2026 in Review

Camarda Financial Advisors increased its Angel Oak Income ETF (CARY) stake by 30% in Q1 2026, buying an estimated $633K and bringing the position to 130,295 shares worth $2.71M. The position accounts for 1.42% of the portfolio, ranked #31.

Camarda Financial Advisors first reported a position in CARY in Q4 2023 and has held it in 10 quarters since. 102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

Camarda Financial Advisors held 130,295 shares of Angel Oak Income ETF worth $2.71M as of Q1 2026.
Camarda Financial Advisors bought 30,239 Angel Oak Income ETF shares in Q1 2026, an estimated $633K.
Angel Oak Income ETF made up 1.42% of Camarda Financial Advisors's portfolio in Q1 2026, its #31 holding.
Camarda Financial Advisors first reported a position in Angel Oak Income ETF in Q4 2023 and has held it in 10 quarters since.
102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on Camarda Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.