CWM
CARY icon

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 $501B AUM 22.01% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.05B AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $413M AUM 15.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
CGA
Crescent Grove Advisors Lake Forest, Illinois $1.01B AUM 17.78% 1-Year Est. Return