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
Q2 		$1.15M Buy
55,156
+40,407
+274% +$841K ﹤0.01% 2176
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cambridge Investment Research Advisors's CARY Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Angel Oak Income ETF (CARY) stake by 274% in Q2 2026, buying an estimated $841K and bringing the position to 55,156 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #2176.

Cambridge Investment Research Advisors first reported a position in CARY in Q4 2025 and has held it in 3 quarters since. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

  • Cambridge Investment Research Advisors held 55,156 shares of Angel Oak Income ETF worth $1.15M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 40,407 Angel Oak Income ETF shares in Q2 2026, an estimated $841K.
  • Angel Oak Income ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2176 holding.
  • Cambridge Investment Research Advisors first reported a position in Angel Oak Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.