CGA
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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IA
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Crescent Grove Advisors's CARY Position: Q2 2026 in Review

Crescent Grove Advisors increased its Angel Oak Income ETF (CARY) stake by 3.4% in Q2 2026, buying an estimated $388K and bringing the position to 561,797 shares worth $11.7M. The position accounts for 0.98% of the portfolio, ranked #26.

Crescent Grove Advisors first reported a position in CARY in Q4 2022 and has held it in 15 quarters since. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

  • Crescent Grove Advisors held 561,797 shares of Angel Oak Income ETF worth $11.7M as of Q2 2026.
  • Crescent Grove Advisors bought 18,612 Angel Oak Income ETF shares in Q2 2026, an estimated $388K.
  • Angel Oak Income ETF made up 0.98% of Crescent Grove Advisors's portfolio in Q2 2026, its #26 holding.
  • Crescent Grove Advisors first reported a position in Angel Oak Income ETF in Q4 2022 and has held it in 15 quarters since.
  • 110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.