Citadel Advisors
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Citadel Advisors’s Angel Oak Income ETF CARY Stock Holding History

Citadel 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 		– Sell
-126,442
Closed -$2.63M – 13765
2026
Q1 		$2.63M Buy
+126,442
New +$2.65M ﹤0.01% 5520
2025
Q3 		– Sell
-18,453
Closed -$384K – 12847
2025
Q2 		$384K Sell
18,453
-22,334
-55% -$462K ﹤0.01% 9240
2025
Q1 		$847K Buy
40,787
+19,378
+91% +$401K ﹤0.01% 7325
2024
Q4 		$441K Buy
21,409
+2,907
+16% +$60.7K ﹤0.01% 8835
2024
Q3 		$392K Buy
+18,502
New +$388K ﹤0.01% 8762

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

Citadel Advisors's CARY Position: Q2 2026 in Review

Citadel Advisors sold out of Angel Oak Income ETF (CARY) in Q2 2026, closing a stake of 126,442 shares — an estimated $2.63M sold.

Citadel Advisors first reported a position in CARY in Q3 2024 and held it in 5 quarters. The position peaked at $2.63M in Q1 2026. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

  • Citadel Advisors reported no remaining Angel Oak Income ETF position as of Q2 2026 after selling out during the quarter.
  • Citadel Advisors sold 126,442 Angel Oak Income ETF shares in Q2 2026, an estimated $2.63M.
  • Citadel Advisors first reported a position in Angel Oak Income ETF in Q3 2024 and held it in 5 quarters.
  • Citadel Advisors's Angel Oak Income ETF position peaked at $2.63M in Q1 2026.
  • 110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.