Crescent Grove Advisors
CARY icon

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
Q3 		$12.2M Buy
604,209
+42,412
+8% +$875K 1.03% 25
2026
Q2 		$11.7M Buy
561,797
+18,612
+3% +$388K 0.98% 26
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

Sage Advisory Services
Sage Advisory Services Austin, Texas $186M AUM 7.57% 1-Year Est. Return
Legacy CG
Legacy CG Plano, Texas $397M AUM 15.14% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Lifestyle Asset Management
Lifestyle Asset Management Friendswood, Texas $414M AUM 22.88% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Crescent Grove Advisors's CARY Position: Q3 2026 in Review

Crescent Grove Advisors increased its Angel Oak Income ETF (CARY) stake by 7.5% in Q3 2026, buying an estimated $875K and bringing the position to 604,209 shares worth $12.2M. The position accounts for 1.03% of the portfolio, ranked #25.

Crescent Grove Advisors first reported a position in CARY in Q4 2022 and has held it in 16 quarters since. 38 funds tracked by Wall St. Rank hold CARY as of Q3 2026.

  • Crescent Grove Advisors held 604,209 shares of Angel Oak Income ETF worth $12.2M as of Q3 2026.
  • Crescent Grove Advisors bought 42,412 Angel Oak Income ETF shares in Q3 2026, an estimated $875K.
  • Angel Oak Income ETF made up 1.03% of Crescent Grove Advisors's portfolio in Q3 2026, its #25 holding.
  • Crescent Grove Advisors first reported a position in Angel Oak Income ETF in Q4 2022 and has held it in 16 quarters since.
  • 38 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q3 2026.

Based on Crescent Grove Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.