EAN
CARY icon

Excelsior Advisor Network’s Angel Oak Income ETF CARY Stock Holding History

Excelsior Advisor Network’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 		$1.92M Buy
92,386
+29,086
+46% +$606K 0.25% 93
2026
Q1 		$1.31M Buy
63,300
+44,000
+228% +$921K 0.5% 48
2025
Q4 		$402K Buy
+19,300
New +$404K 0.2% 101

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

Excelsior Advisor Network's CARY Position: Q2 2026 in Review

Excelsior Advisor Network increased its Angel Oak Income ETF (CARY) stake by 46% in Q2 2026, buying an estimated $606K and bringing the position to 92,386 shares worth $1.92M. The position accounts for 0.25% of the portfolio, ranked #93.

Excelsior Advisor Network 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.

  • Excelsior Advisor Network held 92,386 shares of Angel Oak Income ETF worth $1.92M as of Q2 2026.
  • Excelsior Advisor Network bought 29,086 Angel Oak Income ETF shares in Q2 2026, an estimated $606K.
  • Angel Oak Income ETF made up 0.25% of Excelsior Advisor Network's portfolio in Q2 2026, its #93 holding.
  • Excelsior Advisor Network 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 Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.