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Exchange Traded Concepts’s Angel Oak Income ETF CARY Stock Holding History

Exchange Traded Concepts’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 		$3.31M Buy
159,443
+16,979
+12% +$354K 0.02% 571
2026
Q1 		$2.96M Buy
+142,464
New +$2.98M 0.02% 504

Other funds holding CARY

MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

Exchange Traded Concepts's CARY Position: Q2 2026 in Review

Exchange Traded Concepts increased its Angel Oak Income ETF (CARY) stake by 12% in Q2 2026, buying an estimated $354K and bringing the position to 159,443 shares worth $3.31M. The position accounts for 0.02% of the portfolio, ranked #571.

Exchange Traded Concepts first reported a position in CARY in Q1 2026 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

  • Exchange Traded Concepts held 159,443 shares of Angel Oak Income ETF worth $3.31M as of Q2 2026.
  • Exchange Traded Concepts bought 16,979 Angel Oak Income ETF shares in Q2 2026, an estimated $354K.
  • Angel Oak Income ETF made up 0.02% of Exchange Traded Concepts's portfolio in Q2 2026, its #571 holding.
  • Exchange Traded Concepts first reported a position in Angel Oak Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Exchange Traded Concepts's 13F filing for Q2 2026, filed 22 Jul 2026.