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Congress Wealth Management’s Angel Oak Income ETF CARY Stock Holding History

Congress Wealth Management’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
2025
Q2 		$16.9M Buy
811,224
+33,438
+4% +$691K 0.16% 153
2025
Q1 		$16.1M Buy
777,786
+5,575
+0.7% +$115K 0.19% 136
2024
Q4 		$15.9M Buy
772,211
+10,750
+1% +$224K 0.22% 133
2024
Q3 		$16.1M Buy
761,461
+4,081
+0.5% +$85.6K 0.22% 138
2024
Q2 		$15.6M Buy
757,380
+4,251
+0.6% +$87K 0.25% 116
2024
Q1 		$15.5M Buy
753,129
+24,133
+3% +$494K 0.27% 106
2023
Q4 		$14.9M Buy
728,996
+512,787
+237% +$10.3M 0.27% 100
2023
Q3 		$4.35M Buy
216,209
+13,258
+7% +$267K 0.09% 229
2023
Q2 		$4.09M Buy
202,951
+60,688
+43% +$1.22M 0.09% 212
2023
Q1 		$2.88M Sell
142,263
-716
-0.5% -$14.5K 0.07% 238
2022
Q4 		$2.87M Buy
+142,979
New +$2.88M 0.07% 229

Other funds holding CARY

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
CGA
Crescent Grove Advisors Lake Forest, Illinois $1.2B AUM 23.08% 1-Year Est. Return

Congress Wealth Management's CARY Position: Q2 2025 in Review

Congress Wealth Management increased its Angel Oak Income ETF (CARY) stake by 4.3% in Q2 2025, buying an estimated $691K and bringing the position to 811,224 shares worth $16.9M. The position accounts for 0.16% of the portfolio, ranked #153.

Congress Wealth Management first reported a position in CARY in Q4 2022 and has held it in 11 quarters since. 71 funds tracked by Wall St. Rank hold CARY as of Q2 2025.

  • Congress Wealth Management held 811,224 shares of Angel Oak Income ETF worth $16.9M as of Q2 2025.
  • Congress Wealth Management bought 33,438 Angel Oak Income ETF shares in Q2 2025, an estimated $691K.
  • Angel Oak Income ETF made up 0.16% of Congress Wealth Management's portfolio in Q2 2025, its #153 holding.
  • Congress Wealth Management first reported a position in Angel Oak Income ETF in Q4 2022 and has held it in 11 quarters since.
  • 71 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.