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EP Wealth Advisors’s Angel Oak Income ETF CARY Stock Holding History

EP Wealth 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 		$18.7M Buy
902,108
+855,061
+1,817% +$17.8M 0.07% 189
2026
Q1 		$977K Buy
47,047
+21,019
+81% +$440K ﹤0.01% 649
2025
Q4 		$542K Buy
+26,028
New +$545K ﹤0.01% 843

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

EP Wealth Advisors's CARY Position: Q2 2026 in Review

EP Wealth Advisors increased its Angel Oak Income ETF (CARY) stake by 1,817% in Q2 2026, buying an estimated $17.8M and bringing the position to 902,108 shares worth $18.7M. The position accounts for 0.07% of the portfolio, ranked #189.

EP Wealth Advisors first reported a position in CARY in Q4 2025 and has held it in 3 quarters since. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

  • EP Wealth Advisors held 902,108 shares of Angel Oak Income ETF worth $18.7M as of Q2 2026.
  • EP Wealth Advisors bought 855,061 Angel Oak Income ETF shares in Q2 2026, an estimated $17.8M.
  • Angel Oak Income ETF made up 0.07% of EP Wealth Advisors's portfolio in Q2 2026, its #189 holding.
  • EP Wealth Advisors first reported a position in Angel Oak Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.