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Coastal Bridge Advisors’s Angel Oak Income ETF CARY Stock Holding History

Coastal Bridge 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 		$218K Hold
10,500
– – 0.02% 414
2025
Q4 		$219K Hold
10,500
– – 0.02% 419
2025
Q3 		$220K Hold
10,500
– – 0.02% 416
2025
Q2 		$218K Buy
+10,500
New +$217K 0.02% 404

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

Coastal Bridge Advisors's CARY Position: Q1 2026 in Review

Coastal Bridge Advisors held its Angel Oak Income ETF (CARY) position steady in Q1 2026 at 10,500 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #414.

Coastal Bridge Advisors first reported a position in CARY in Q2 2025 and has held it in 4 quarters since. The position peaked at $220K in Q3 2025. 102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

  • Coastal Bridge Advisors held 10,500 shares of Angel Oak Income ETF worth $218K as of Q1 2026.
  • Coastal Bridge Advisors left its Angel Oak Income ETF share count unchanged in Q1 2026.
  • Angel Oak Income ETF made up 0.02% of Coastal Bridge Advisors's portfolio in Q1 2026, its #414 holding.
  • Coastal Bridge Advisors first reported a position in Angel Oak Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Coastal Bridge Advisors's Angel Oak Income ETF position peaked at $220K in Q3 2025.
  • 102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.