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Fiduciary Trust’s Angel Oak Income ETF CARY Stock Holding History

Fiduciary Trust’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 		$2.43M Buy
+117,100
New +$2.45M 0.03% 258
2025
Q2 		– Sell
-44,500
Closed -$924K – 833
2025
Q1 		$924K Hold
44,500
– – 0.01% 402
2024
Q4 		$916K Hold
44,500
– – 0.01% 374
2024
Q3 		$943K Buy
+44,500
New +$933K 0.01% 378

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

Fiduciary Trust's CARY Position: Q1 2026 in Review

Fiduciary Trust opened a new position in Angel Oak Income ETF (CARY) in Q1 2026: 117,100 shares worth $2.43M. The stake represents 0.03% of the portfolio and ranks #258 among its holdings. This is a return to the name: Fiduciary Trust previously reported a position in CARY as recently as Q1 2025.

Fiduciary Trust first reported a position in CARY in Q3 2024 and has held it in 4 quarters since. 102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

  • Fiduciary Trust held 117,100 shares of Angel Oak Income ETF worth $2.43M as of Q1 2026.
  • Angel Oak Income ETF was a new Fiduciary Trust position in Q1 2026.
  • Angel Oak Income ETF made up 0.03% of Fiduciary Trust's portfolio in Q1 2026, its #258 holding.
  • Fiduciary Trust first reported a position in Angel Oak Income ETF in Q3 2024 and has held it in 4 quarters since.
  • 102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.