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 Q1	$18.7K	Buy	+900	New	+$18.8K	﹤0.01%	717

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

GHP Investment Advisors's CARY Position: Q1 2026 in Review

GHP Investment Advisors opened a new position in Angel Oak Income ETF (CARY) in Q1 2026: 900 shares worth $18.7K. The stake represents ﹤0.01% of the portfolio and ranks #717 among its holdings.

102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

GHP Investment Advisors held 900 shares of Angel Oak Income ETF worth $18.7K as of Q1 2026.
Angel Oak Income ETF was a new GHP Investment Advisors position in Q1 2026.
Angel Oak Income ETF made up ﹤0.01% of GHP Investment Advisors's portfolio in Q1 2026, its #717 holding.
102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on GHP Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.