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Everest Financial Group’s Angel Oak Income ETF CARY Stock Holding History

Everest Financial Group’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 		$203K Sell
9,774
-2,486
-20% -$51.8K 0.03% 202
2026
Q1 		$255K Buy
+12,260
New +$257K 0.04% 177

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

Everest Financial Group's CARY Position: Q2 2026 in Review

Everest Financial Group reduced its Angel Oak Income ETF (CARY) stake by 20% in Q2 2026, selling an estimated $51.8K and leaving 9,774 shares worth $203K. The position accounts for 0.03% of the portfolio, ranked #202.

Everest Financial Group first reported a position in CARY in Q1 2026 and has held it in 2 quarters since. The position peaked at $255K in Q1 2026. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

  • Everest Financial Group held 9,774 shares of Angel Oak Income ETF worth $203K as of Q2 2026.
  • Everest Financial Group sold 2,486 Angel Oak Income ETF shares in Q2 2026, an estimated $51.8K.
  • Angel Oak Income ETF made up 0.03% of Everest Financial Group's portfolio in Q2 2026, its #202 holding.
  • Everest Financial Group first reported a position in Angel Oak Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Everest Financial Group's Angel Oak Income ETF position peaked at $255K in Q1 2026.
  • 110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.