Farther Finance Advisors’s Angel Oak Income ETF CARY Stock Holding History

Farther Finance 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 Q2	$446K	Buy	21,478 +21,477	+2,147,700%	+$447K	﹤0.01%	1639
2026 Q1	$15	Sell	1 -3,693	-100%	-$77.3K	﹤0.01%	5672
2025 Q4	$76.9K	Buy	3,694 +50	+1%	+$1.05K	﹤0.01%	2513
2025 Q3	$76.2K	Buy	3,644 +52	+1%	+$1.09K	﹤0.01%	2200
2025 Q2	$74.7K	Sell	3,592 -4,133	-54%	-$85.4K	﹤0.01%	1908
2025 Q1	$160K	Sell	7,725 -1,540	-17%	-$31.9K	﹤0.01%	1320
2024 Q4	$191K	Buy	9,265 +105	+1%	+$2.19K	0.01%	1007
2024 Q3	$194K	Buy	+9,160	New	+$192K	0.01%	1006

Other funds holding CARY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Farther Finance Advisors's CARY Position: Q2 2026 in Review

Farther Finance Advisors increased its Angel Oak Income ETF (CARY) stake by 2,147,700% in Q2 2026, buying an estimated $447K and bringing the position to 21,478 shares worth $446K. The position accounts for ﹤0.01% of the portfolio, ranked #1639.

Farther Finance Advisors first reported a position in CARY in Q3 2024 and has held it in 8 quarters since. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

Farther Finance Advisors held 21,478 shares of Angel Oak Income ETF worth $446K as of Q2 2026.
Farther Finance Advisors bought 21,477 Angel Oak Income ETF shares in Q2 2026, an estimated $447K.
Angel Oak Income ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1639 holding.
Farther Finance Advisors first reported a position in Angel Oak Income ETF in Q3 2024 and has held it in 8 quarters since.
110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.