Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Angel Oak Income ETF CARY Stock Holding History

Cambridge Investment Research 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 		$306K Buy
14,749
+102
+0.7% +$2.14K ﹤0.01% 3264
2025
Q4 		$305K Buy
+14,647
New +$307K ﹤0.01% 3187

Other funds holding CARY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
IA
IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $413M AUM 15.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors's CARY Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its Angel Oak Income ETF (CARY) stake by 0.7% in Q1 2026, buying an estimated $2.14K and bringing the position to 14,749 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #3264.

Cambridge Investment Research Advisors first reported a position in CARY in Q4 2025 and has held it in 2 quarters since. 102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

  • Cambridge Investment Research Advisors held 14,749 shares of Angel Oak Income ETF worth $306K as of Q1 2026.
  • Cambridge Investment Research Advisors bought 102 Angel Oak Income ETF shares in Q1 2026, an estimated $2.14K.
  • Angel Oak Income ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #3264 holding.
  • Cambridge Investment Research Advisors first reported a position in Angel Oak Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.