Fidelity Investments
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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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $413M AUM 15.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Fidelity Investments's CARY Position: Q1 2026 in Review

Fidelity Investments increased its Angel Oak Income ETF (CARY) stake by 5.9% in Q1 2026, buying an estimated $147 and bringing the position to 126 shares worth $262. The position accounts for ﹤0.01% of the portfolio, ranked #5211.

Fidelity Investments first reported a position in CARY in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.76K in Q2 2025. 102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

  • Fidelity Investments held 126 shares of Angel Oak Income ETF worth $262 as of Q1 2026.
  • Fidelity Investments bought 7 Angel Oak Income ETF shares in Q1 2026, an estimated $147.
  • Angel Oak Income ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #5211 holding.
  • Fidelity Investments first reported a position in Angel Oak Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Fidelity Investments's Angel Oak Income ETF position peaked at $2.76K in Q2 2025.
  • 102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.