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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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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

EP Wealth Advisors's CARY Position: Q1 2026 in Review

EP Wealth Advisors increased its Angel Oak Income ETF (CARY) stake by 81% in Q1 2026, buying an estimated $440K and bringing the position to 47,047 shares worth $977K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

EP Wealth Advisors first reported a position in CARY in Q4 2025 and has held it in 2 quarters since. 102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

  • EP Wealth Advisors held 47,047 shares of Angel Oak Income ETF worth $977K as of Q1 2026.
  • EP Wealth Advisors bought 21,019 Angel Oak Income ETF shares in Q1 2026, an estimated $440K.
  • Angel Oak Income ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #649 holding.
  • EP Wealth Advisors first reported a position in Angel Oak Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.