CW
CARY icon

CreativeOne Wealth’s Angel Oak Income ETF CARY Stock Holding History

CreativeOne Wealth’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 		$377K Sell
18,160
-140
-0.8% -$2.93K 0.01% 898
2025
Q4 		$381K Sell
18,300
-790
-4% -$16.6K 0.01% 873
2025
Q3 		$399K Sell
19,090
-911
-5% -$19K 0.01% 846
2025
Q2 		$416K Buy
+20,001
New +$413K 0.01% 801

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

CreativeOne Wealth's CARY Position: Q1 2026 in Review

CreativeOne Wealth reduced its Angel Oak Income ETF (CARY) stake by 0.77% in Q1 2026, selling an estimated $2.93K and leaving 18,160 shares worth $377K. The position accounts for 0.01% of the portfolio, ranked #898.

CreativeOne Wealth first reported a position in CARY in Q2 2025 and has held it in 4 quarters since. The position peaked at $416K in Q2 2025. 102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

  • CreativeOne Wealth held 18,160 shares of Angel Oak Income ETF worth $377K as of Q1 2026.
  • CreativeOne Wealth sold 140 Angel Oak Income ETF shares in Q1 2026, an estimated $2.93K.
  • Angel Oak Income ETF made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #898 holding.
  • CreativeOne Wealth first reported a position in Angel Oak Income ETF in Q2 2025 and has held it in 4 quarters since.
  • CreativeOne Wealth's Angel Oak Income ETF position peaked at $416K in Q2 2025.
  • 102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.