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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
Q2 		– Sell
-12,339
Closed -$256K – 793
2026
Q1 		$256K Buy
+12,339
New +$258K 0.01% 688

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IA
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AWA
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Focus Partners Wealth
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CW
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Osaic Holdings
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Dakota Wealth Management's CARY Position: Q2 2026 in Review

Dakota Wealth Management sold out of Angel Oak Income ETF (CARY) in Q2 2026, closing a stake of 12,339 shares — an estimated $256K sold.

Dakota Wealth Management first reported a position in CARY in Q1 2026 and held it in 1 quarter. The position peaked at $256K in Q1 2026. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

  • Dakota Wealth Management reported no remaining Angel Oak Income ETF position as of Q2 2026 after selling out during the quarter.
  • Dakota Wealth Management sold 12,339 Angel Oak Income ETF shares in Q2 2026, an estimated $256K.
  • Dakota Wealth Management first reported a position in Angel Oak Income ETF in Q1 2026 and held it in 1 quarter.
  • Dakota Wealth Management's Angel Oak Income ETF position peaked at $256K in Q1 2026.
  • 110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.