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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
Q2 		$2.47M Buy
118,877
+1,777
+2% +$37K 0.03% 249
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IA
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Fiduciary Trust's CARY Position: Q2 2026 in Review

Fiduciary Trust increased its Angel Oak Income ETF (CARY) stake by 1.5% in Q2 2026, buying an estimated $37K and bringing the position to 118,877 shares worth $2.47M. The position accounts for 0.03% of the portfolio, ranked #249.

Fiduciary Trust first reported a position in CARY in Q3 2024 and has held it in 5 quarters since. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

  • Fiduciary Trust held 118,877 shares of Angel Oak Income ETF worth $2.47M as of Q2 2026.
  • Fiduciary Trust bought 1,777 Angel Oak Income ETF shares in Q2 2026, an estimated $37K.
  • Angel Oak Income ETF made up 0.03% of Fiduciary Trust's portfolio in Q2 2026, its #249 holding.
  • Fiduciary Trust first reported a position in Angel Oak Income ETF in Q3 2024 and has held it in 5 quarters since.
  • 110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.