Commonwealth Equity Services
CARY icon

Commonwealth Equity Services’s Angel Oak Income ETF CARY Stock Holding History

Commonwealth Equity Services’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 		$293K Buy
14,104
+4,327
+44% +$90.6K ﹤0.01% 3664
2025
Q4 		$204K Buy
+9,777
New +$205K ﹤0.01% 3974

Other funds holding CARY

Morgan Stanley
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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

Commonwealth Equity Services's CARY Position: Q1 2026 in Review

Commonwealth Equity Services increased its Angel Oak Income ETF (CARY) stake by 44% in Q1 2026, buying an estimated $90.6K and bringing the position to 14,104 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #3664.

Commonwealth Equity Services first reported a position in CARY in Q4 2025 and has held it in 2 quarters since. 102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

  • Commonwealth Equity Services held 14,104 shares of Angel Oak Income ETF worth $293K as of Q1 2026.
  • Commonwealth Equity Services bought 4,327 Angel Oak Income ETF shares in Q1 2026, an estimated $90.6K.
  • Angel Oak Income ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3664 holding.
  • Commonwealth Equity Services first reported a position in Angel Oak Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.