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

Clearstead 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
2025
Q4 		– Sell
-454
Closed -$9.49K – 2822
2025
Q3 		$9.49K Buy
+454
New +$9.48K ﹤0.01% 1946

Other funds holding CARY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
CW
Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

Clearstead Advisors's CARY Position: Q4 2025 in Review

Clearstead Advisors sold out of Angel Oak Income ETF (CARY) in Q4 2025, closing a stake of 454 shares — an estimated $9.49K sold.

Clearstead Advisors first reported a position in CARY in Q3 2025 and held it in 1 quarter. The position peaked at $9.49K in Q3 2025. 91 funds tracked by Wall St. Rank hold CARY as of Q4 2025.

  • Clearstead Advisors reported no remaining Angel Oak Income ETF position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 454 Angel Oak Income ETF shares in Q4 2025, an estimated $9.49K.
  • Clearstead Advisors first reported a position in Angel Oak Income ETF in Q3 2025 and held it in 1 quarter.
  • Clearstead Advisors's Angel Oak Income ETF position peaked at $9.49K in Q3 2025.
  • 91 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.