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Concurrent Investment Advisors’s Angel Oak Income ETF CARY Stock Holding History

Concurrent Investment 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 		$899K Buy
43,269
+2,081
+5% +$43.3K 0.01% 1061
2026
Q1 		$856K Buy
41,188
+782
+2% +$16.4K 0.01% 944
2025
Q4 		$841K Buy
40,406
+19,811
+96% +$415K 0.01% 912
2025
Q3 		$431K Buy
20,595
+5,407
+36% +$113K 0.01% 977
2025
Q2 		$316K Sell
15,188
-323
-2% -$6.68K 0.01% 1045
2025
Q1 		$322K Buy
15,511
+256
+2% +$5.3K 0.01% 894
2024
Q4 		$314K Sell
15,255
-61
-0.4% -$1.27K 0.01% 811
2024
Q3 		$325K Buy
15,316
+262
+2% +$5.5K 0.01% 754
2024
Q2 		$310K Buy
15,054
+51
+0.3% +$1.04K 0.01% 726
2024
Q1 		$308K Sell
15,003
-4,758
-24% -$97.5K 0.01% 666
2023
Q4 		$404K Buy
+19,761
New +$399K 0.02% 547

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

Concurrent Investment Advisors's CARY Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Angel Oak Income ETF (CARY) stake by 5.1% in Q2 2026, buying an estimated $43.3K and bringing the position to 43,269 shares worth $899K. The position accounts for 0.01% of the portfolio, ranked #1061.

Concurrent Investment Advisors first reported a position in CARY in Q4 2023 and has held it in 11 quarters since. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

  • Concurrent Investment Advisors held 43,269 shares of Angel Oak Income ETF worth $899K as of Q2 2026.
  • Concurrent Investment Advisors bought 2,081 Angel Oak Income ETF shares in Q2 2026, an estimated $43.3K.
  • Angel Oak Income ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1061 holding.
  • Concurrent Investment Advisors first reported a position in Angel Oak Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.