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Consolidated Portfolio Review Corp’s Angel Oak Income ETF CARY Stock Holding History

Consolidated Portfolio Review Corp’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
Q4 		– Sell
-24,269
Closed -$507K – 98
2025
Q3 		$507K Sell
24,269
-90
-0.4% -$1.88K 0.06% 267
2025
Q2 		$507K Buy
24,359
+7,820
+47% +$162K 0.07% 249
2025
Q1 		$343K Buy
16,539
+798
+5% +$16.5K 0.06% 280
2024
Q4 		$324K Buy
+15,741
New +$329K 0.05% 283

Other funds holding CARY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Consolidated Portfolio Review Corp's CARY Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of Angel Oak Income ETF (CARY) in Q4 2025, closing a stake of 24,269 shares — an estimated $507K sold.

Consolidated Portfolio Review Corp first reported a position in CARY in Q4 2024 and held it in 4 quarters. The position peaked at $507K in Q3 2025. 91 funds tracked by Wall St. Rank hold CARY as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining Angel Oak Income ETF position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 24,269 Angel Oak Income ETF shares in Q4 2025, an estimated $507K.
  • Consolidated Portfolio Review Corp first reported a position in Angel Oak Income ETF in Q4 2024 and held it in 4 quarters.
  • Consolidated Portfolio Review Corp's Angel Oak Income ETF position peaked at $507K in Q3 2025.
  • 91 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.