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

Focus Partners Wealth’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	$29.5M	Sell	1,000 -1,418,626	-100%	-$29.7M	0.03%	404
2025 Q4	$29.7M	Hold	1,419,626	–	–	0.03%	401
2025 Q3	$29.7M	Buy	1,419,626 +45,269	+3%	+$946K	0.05%	311
2025 Q2	$28.6M	Buy	1,374,357 +64,427	+5%	+$1.33M	0.06%	281
2025 Q1	$27.2M	Buy	1,309,930 +56,801	+5%	+$1.18M	0.07%	271
2024 Q4	$25.8M	Buy	1,253,129 +126,196	+11%	+$2.63M	0.07%	271
2024 Q3	$23.9M	Buy	+1,126,933	New	+$23.6M	0.08%	259

Other funds holding CARY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Channel Wealth Santa Barbara, California $413M AUM 15.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Focus Partners Wealth reduced its Angel Oak Income ETF (CARY) stake by 100% in Q1 2026, selling an estimated $29.7M and leaving 1,000 shares worth $29.5M. The position accounts for 0.03% of the portfolio, ranked #404.

Focus Partners Wealth first reported a position in CARY in Q3 2024 and has held it in 7 quarters since. The position peaked at $29.7M in Q4 2025. 102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

Focus Partners Wealth held 1,000 shares of Angel Oak Income ETF worth $29.5M as of Q1 2026.
Focus Partners Wealth sold 1,418,626 Angel Oak Income ETF shares in Q1 2026, an estimated $29.7M.
Angel Oak Income ETF made up 0.03% of Focus Partners Wealth's portfolio in Q1 2026, its #404 holding.
Focus Partners Wealth first reported a position in Angel Oak Income ETF in Q3 2024 and has held it in 7 quarters since.
Focus Partners Wealth's Angel Oak Income ETF position peaked at $29.7M in Q4 2025.
102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.