Fidelity Investments’s Angel Oak Income ETF CARY Stock Holding History

Fidelity Investments’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	$272	Buy	131 +5	+4%	+$104	﹤0.01%	5349
2026 Q1	$262	Buy	126 +7	+6%	+$147	﹤0.01%	5211
2025 Q4	$247	Sell	119 -6	-5%	-$126	﹤0.01%	5199
2025 Q3	$261	Sell	125 -8	-6%	-$167	﹤0.01%	5139
2025 Q2	$2.76K	Buy	+133	New	+$2.75K	﹤0.01%	4813

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

Fidelity Investments's CARY Position: Q2 2026 in Review

Fidelity Investments increased its Angel Oak Income ETF (CARY) stake by 4% in Q2 2026, buying an estimated $104 and bringing the position to 131 shares worth $272. The position accounts for ﹤0.01% of the portfolio, ranked #5349.

Fidelity Investments first reported a position in CARY in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.76K in Q2 2025. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

Fidelity Investments held 131 shares of Angel Oak Income ETF worth $272 as of Q2 2026.
Fidelity Investments bought 5 Angel Oak Income ETF shares in Q2 2026, an estimated $104.
Angel Oak Income ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #5349 holding.
Fidelity Investments first reported a position in Angel Oak Income ETF in Q2 2025 and has held it in 5 quarters since.
Fidelity Investments's Angel Oak Income ETF position peaked at $2.76K in Q2 2025.
110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.