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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
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

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

Concurrent Investment Advisors's CARY Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Angel Oak Income ETF (CARY) stake by 1.9% in Q1 2026, buying an estimated $16.4K and bringing the position to 41,188 shares worth $856K. The position accounts for 0.01% of the portfolio, ranked #944.

Concurrent Investment Advisors first reported a position in CARY in Q4 2023 and has held it in 10 quarters since. 102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

  • Concurrent Investment Advisors held 41,188 shares of Angel Oak Income ETF worth $856K as of Q1 2026.
  • Concurrent Investment Advisors bought 782 Angel Oak Income ETF shares in Q1 2026, an estimated $16.4K.
  • Angel Oak Income ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #944 holding.
  • Concurrent Investment Advisors first reported a position in Angel Oak Income ETF in Q4 2023 and has held it in 10 quarters since.
  • 102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.