Crescent Grove Advisors’s Angel Oak Income ETF CARY Stock Holding History

Crescent Grove Advisors’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	$11.3M	Buy	543,185 +19,546	+4%	+$409K	1.09%	27
2025 Q4	$11M	Sell	523,639 -16,632	-3%	-$348K	1.02%	24
2025 Q3	$11.4M	Buy	540,271 +18,673	+4%	+$390K	1.08%	22
2025 Q2	$10.8M	Sell	521,598 -22,387	-4%	-$463K	1.05%	24
2025 Q1	$11.3M	Buy	543,985 +2,481	+0.5%	+$51.4K	1.18%	24
2024 Q4	$11.3M	Buy	541,504 +36,920	+7%	+$771K	1.12%	23
2024 Q3	$10.7M	Sell	504,584 -31,251	-6%	-$656K	1.1%	22
2024 Q2	$11.1M	Buy	535,835 +138,298	+35%	+$2.83M	1.22%	22
2024 Q1	$8.21M	Buy	397,537 +72,922	+22%	+$1.49M	0.86%	25
2023 Q4	$6.68M	Sell	324,615 -68,821	-17%	-$1.39M	0.74%	29
2023 Q3	$7.91M	Sell	393,436 -18,612	-5%	-$375K	0.99%	22
2023 Q2	$8.3M	Buy	412,048 +78,261	+23%	+$1.58M	0.89%	24
2023 Q1	$6.76M	Sell	333,787 -9,143	-3%	-$185K	0.79%	26
2022 Q4	$6.92M	Buy	+342,930	New	+$6.91M	0.72%	27

Other funds holding CARY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Channel Wealth Santa Barbara, California $413M AUM 15.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Crescent Grove Advisors's CARY Position: Q1 2026 in Review

Crescent Grove Advisors increased its Angel Oak Income ETF (CARY) stake by 3.7% in Q1 2026, buying an estimated $409K and bringing the position to 543,185 shares worth $11.3M. The position accounts for 1.09% of the portfolio, ranked #27.

Crescent Grove Advisors first reported a position in CARY in Q4 2022 and has held it in 14 quarters since. The position peaked at $11.4M in Q3 2025. 102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

Crescent Grove Advisors held 543,185 shares of Angel Oak Income ETF worth $11.3M as of Q1 2026.
Crescent Grove Advisors bought 19,546 Angel Oak Income ETF shares in Q1 2026, an estimated $409K.
Angel Oak Income ETF made up 1.09% of Crescent Grove Advisors's portfolio in Q1 2026, its #27 holding.
Crescent Grove Advisors first reported a position in Angel Oak Income ETF in Q4 2022 and has held it in 14 quarters since.
Crescent Grove Advisors's Angel Oak Income ETF position peaked at $11.4M in Q3 2025.
102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.