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 Q2	$410K	Buy	19,737 +1,577	+9%	+$32.8K	0.01%	864
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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IFC Advisors Los Angeles, California $788M AUM 19.88% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CreativeOne Wealth's CARY Position: Q2 2026 in Review

CreativeOne Wealth increased its Angel Oak Income ETF (CARY) stake by 8.7% in Q2 2026, buying an estimated $32.8K and bringing the position to 19,737 shares worth $410K. The position accounts for 0.01% of the portfolio, ranked #864.

CreativeOne Wealth first reported a position in CARY in Q2 2025 and has held it in 5 quarters since. The position peaked at $416K in Q2 2025. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

CreativeOne Wealth held 19,737 shares of Angel Oak Income ETF worth $410K as of Q2 2026.
CreativeOne Wealth bought 1,577 Angel Oak Income ETF shares in Q2 2026, an estimated $32.8K.
Angel Oak Income ETF made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #864 holding.
CreativeOne Wealth first reported a position in Angel Oak Income ETF in Q2 2025 and has held it in 5 quarters since.
CreativeOne Wealth's Angel Oak Income ETF position peaked at $416K in Q2 2025.
110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.