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Dakota Wealth Management’s Angel Oak Income ETF CARY Stock Holding History

Dakota Wealth Management’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 		$256K Buy
+12,339
New +$258K 0.01% 688

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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

Dakota Wealth Management's CARY Position: Q1 2026 in Review

Dakota Wealth Management opened a new position in Angel Oak Income ETF (CARY) in Q1 2026: 12,339 shares worth $256K. The stake represents 0.01% of the portfolio and ranks #688 among its holdings.

102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

  • Dakota Wealth Management held 12,339 shares of Angel Oak Income ETF worth $256K as of Q1 2026.
  • Angel Oak Income ETF was a new Dakota Wealth Management position in Q1 2026.
  • Angel Oak Income ETF made up 0.01% of Dakota Wealth Management's portfolio in Q1 2026, its #688 holding.
  • 102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.