FFA
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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

MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 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
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
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 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. 13 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.
  • 13 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.