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Firethorn Wealth Partners’s Angel Oak Income ETF CARY Stock Holding History

Firethorn Wealth Partners’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 		– Sell
-10,344
Closed -$215K – 195
2025
Q4 		$215K Sell
10,344
-3,587
-26% -$75.2K 0.08% 178
2025
Q3 		$291K Buy
13,931
+3,597
+35% +$75.1K 0.11% 139
2025
Q2 		$215K Buy
10,334
+504
+5% +$10.4K 0.09% 156
2025
Q1 		$204K Sell
9,830
-927
-9% -$19.2K 0.1% 160
2024
Q4 		$221K Sell
10,757
-574
-5% -$12K 0.11% 138
2024
Q3 		$240K Buy
11,331
+937
+9% +$19.7K 0.12% 131
2024
Q2 		$214K Buy
+10,394
New +$213K 0.12% 133

Other funds holding CARY

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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

Firethorn Wealth Partners's CARY Position: Q1 2026 in Review

Firethorn Wealth Partners sold out of Angel Oak Income ETF (CARY) in Q1 2026, closing a stake of 10,344 shares — an estimated $215K sold.

Firethorn Wealth Partners first reported a position in CARY in Q2 2024 and held it in 7 quarters. The position peaked at $291K in Q3 2025. 102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

  • Firethorn Wealth Partners reported no remaining Angel Oak Income ETF position as of Q1 2026 after selling out during the quarter.
  • Firethorn Wealth Partners sold 10,344 Angel Oak Income ETF shares in Q1 2026, an estimated $215K.
  • Firethorn Wealth Partners first reported a position in Angel Oak Income ETF in Q2 2024 and held it in 7 quarters.
  • Firethorn Wealth Partners's Angel Oak Income ETF position peaked at $291K in Q3 2025.
  • 102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on Firethorn Wealth Partners's 13F filing for Q1 2026, filed 9 Apr 2026.