Concurrent Investment Advisors
CARY icon

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
Q3 		$454K Sell
22,575
-20,694
-48% -$427K ﹤0.01% 1626
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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Channel Wealth
Channel Wealth Santa Barbara, California $464M AUM 13.53% 1-Year Est. Return
Sage Advisory Services
Sage Advisory Services Austin, Texas $186M AUM 7.57% 1-Year Est. Return
Legacy CG
Legacy CG Plano, Texas $397M AUM 15.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Concurrent Investment Advisors's CARY Position: Q3 2026 in Review

Concurrent Investment Advisors reduced its Angel Oak Income ETF (CARY) stake by 48% in Q3 2026, selling an estimated $427K and leaving 22,575 shares worth $454K. The position accounts for ﹤0.01% of the portfolio, ranked #1626.

Concurrent Investment Advisors first reported a position in CARY in Q4 2023 and has held it in 12 quarters since. The position peaked at $899K in Q2 2026. 103 funds tracked by Wall St. Rank hold CARY as of Q3 2026.

  • Concurrent Investment Advisors held 22,575 shares of Angel Oak Income ETF worth $454K as of Q3 2026.
  • Concurrent Investment Advisors sold 20,694 Angel Oak Income ETF shares in Q3 2026, an estimated $427K.
  • Angel Oak Income ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #1626 holding.
  • Concurrent Investment Advisors first reported a position in Angel Oak Income ETF in Q4 2023 and has held it in 12 quarters since.
  • Concurrent Investment Advisors's Angel Oak Income ETF position peaked at $899K in Q2 2026.
  • 103 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.