Focus Partners Wealth
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$28.6M Buy
1,374,357
+64,427
+5% +$1.34M 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% +$2.6M 0.07% 271
2024
Q3 		$23.9M Buy
+1,126,933
New +$23.9M 0.08% 259