Greenwich Wealth Management’s Angel Oak Income ETF CARY Stock Holding History

Greenwich Wealth Management’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	$10.2M	Buy	490,759 +46,210	+10%	+$962K	0.37%	45
2026 Q1	$9.23M	Buy	444,549 +53,809	+14%	+$1.13M	0.38%	48
2025 Q4	$8.14M	Buy	390,740 +165,564	+74%	+$3.47M	0.36%	44
2025 Q3	$4.71M	Buy	225,176 +67,045	+42%	+$1.4M	0.23%	56
2025 Q2	$3.29M	Buy	158,131 +112,420	+246%	+$2.32M	0.16%	65
2025 Q1	$949K	Buy	+45,711	New	+$947K	0.07%	119

Other funds holding CARY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Greenwich Wealth Management's CARY Position: Q2 2026 in Review

Greenwich Wealth Management increased its Angel Oak Income ETF (CARY) stake by 10% in Q2 2026, buying an estimated $962K and bringing the position to 490,759 shares worth $10.2M. The position accounts for 0.37% of the portfolio, ranked #45.

Greenwich Wealth Management first reported a position in CARY in Q1 2025 and has held it in 6 quarters since. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

Greenwich Wealth Management held 490,759 shares of Angel Oak Income ETF worth $10.2M as of Q2 2026.
Greenwich Wealth Management bought 46,210 Angel Oak Income ETF shares in Q2 2026, an estimated $962K.
Angel Oak Income ETF made up 0.37% of Greenwich Wealth Management's portfolio in Q2 2026, its #45 holding.
Greenwich Wealth Management first reported a position in Angel Oak Income ETF in Q1 2025 and has held it in 6 quarters since.
110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

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