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GHP Investment Advisors’s Angel Oak Income ETF CARY Stock Holding History

GHP Investment Advisors’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 		– Sell
-900
Closed -$18.7K – 1405
2026
Q1 		$18.7K Buy
+900
New +$18.8K ﹤0.01% 717

Other funds holding CARY

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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

GHP Investment Advisors's CARY Position: Q2 2026 in Review

GHP Investment Advisors sold out of Angel Oak Income ETF (CARY) in Q2 2026, closing a stake of 900 shares — an estimated $18.7K sold.

GHP Investment Advisors first reported a position in CARY in Q1 2026 and held it in 1 quarter. The position peaked at $18.7K in Q1 2026. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

  • GHP Investment Advisors reported no remaining Angel Oak Income ETF position as of Q2 2026 after selling out during the quarter.
  • GHP Investment Advisors sold 900 Angel Oak Income ETF shares in Q2 2026, an estimated $18.7K.
  • GHP Investment Advisors first reported a position in Angel Oak Income ETF in Q1 2026 and held it in 1 quarter.
  • GHP Investment Advisors's Angel Oak Income ETF position peaked at $18.7K in Q1 2026.
  • 110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.