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

EPG 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
2025
Q2 		– Sell
-9,810
Closed -$204K – 330
2025
Q1 		$204K Buy
+9,810
New +$203K 0.06% 225

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AWA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $413M AUM 15.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

EPG Wealth Management's CARY Position: Q2 2025 in Review

EPG Wealth Management sold out of Angel Oak Income ETF (CARY) in Q2 2025, closing a stake of 9,810 shares — an estimated $204K sold.

EPG Wealth Management first reported a position in CARY in Q1 2025 and held it in 1 quarter. The position peaked at $204K in Q1 2025. 70 funds tracked by Wall St. Rank hold CARY as of Q2 2025.

  • EPG Wealth Management reported no remaining Angel Oak Income ETF position as of Q2 2025 after selling out during the quarter.
  • EPG Wealth Management sold 9,810 Angel Oak Income ETF shares in Q2 2025, an estimated $204K.
  • EPG Wealth Management first reported a position in Angel Oak Income ETF in Q1 2025 and held it in 1 quarter.
  • EPG Wealth Management's Angel Oak Income ETF position peaked at $204K in Q1 2025.
  • 70 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.