Focus Partners Wealth
CARY icon

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
Q2 		$30.5M Buy
1,466,700
+1,465,700
+146,570% +$30.5M 0.03% 421
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

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Focus Partners Wealth's CARY Position: Q2 2026 in Review

Focus Partners Wealth increased its Angel Oak Income ETF (CARY) stake by 146,570% in Q2 2026, buying an estimated $30.5M and bringing the position to 1,466,700 shares worth $30.5M. The position accounts for 0.03% of the portfolio, ranked #421.

Focus Partners Wealth first reported a position in CARY in Q3 2024 and has held it in 8 quarters since. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

  • Focus Partners Wealth held 1,466,700 shares of Angel Oak Income ETF worth $30.5M as of Q2 2026.
  • Focus Partners Wealth bought 1,465,700 Angel Oak Income ETF shares in Q2 2026, an estimated $30.5M.
  • Angel Oak Income ETF made up 0.03% of Focus Partners Wealth's portfolio in Q2 2026, its #421 holding.
  • Focus Partners Wealth first reported a position in Angel Oak Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.