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Channel Wealth’s Angel Oak Income ETF CARY Stock Holding History

Channel Wealth’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 		$27.8M Buy
1,339,350
+141,391
+12% +$2.94M 6.24% 1
2026
Q1 		$24.9M Buy
1,197,959
+45,065
+4% +$944K 6.03% 2
2025
Q4 		$24M Buy
1,152,894
+71,751
+7% +$1.5M 6.08% 1
2025
Q3 		$22.6M Buy
1,081,143
+28,131
+3% +$588K 6.05% 1
2025
Q2 		$21.9M Sell
1,053,012
-154,215
-13% -$3.19M 6.19% 1
2025
Q1 		$25.1M Buy
1,207,227
+23,042
+2% +$477K 7.79% 1
2024
Q4 		$24.4M Buy
1,184,185
+116,206
+11% +$2.43M 7.94% 1
2024
Q3 		$22.6M Buy
1,067,979
+200,291
+23% +$4.2M 7.45% 1
2024
Q2 		$17.9M Buy
867,688
+178,691
+26% +$3.66M 6.48% 1
2024
Q1 		$14.2M Buy
688,997
+252,640
+58% +$5.17M 5.69% 1
2023
Q4 		$8.93M Buy
436,357
+141,174
+48% +$2.85M 4.21% 2
2023
Q3 		$5.93M Buy
295,183
+181,700
+160% +$3.66M 3.32% 2
2023
Q2 		$2.29M Buy
113,483
+48,106
+74% +$970K 1.31% 15
2023
Q1 		$1.32M Buy
+65,377
New +$1.32M 0.85% 31

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Channel Wealth's CARY Position: Q2 2026 in Review

Channel Wealth increased its Angel Oak Income ETF (CARY) stake by 12% in Q2 2026, buying an estimated $2.94M and bringing the position to 1,339,350 shares worth $27.8M. The position accounts for 6.24% of the portfolio, ranked #1.

Channel Wealth first reported a position in CARY in Q1 2023 and has held it in 14 quarters since. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

  • Channel Wealth held 1,339,350 shares of Angel Oak Income ETF worth $27.8M as of Q2 2026.
  • Channel Wealth bought 141,391 Angel Oak Income ETF shares in Q2 2026, an estimated $2.94M.
  • Angel Oak Income ETF made up 6.24% of Channel Wealth's portfolio in Q2 2026, its #1 holding.
  • Channel Wealth first reported a position in Angel Oak Income ETF in Q1 2023 and has held it in 14 quarters since.
  • 110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Channel Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.