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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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
IA
IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $413M AUM 15.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Greenwich Wealth Management's CARY Position: Q1 2026 in Review

Greenwich Wealth Management increased its Angel Oak Income ETF (CARY) stake by 14% in Q1 2026, buying an estimated $1.13M and bringing the position to 444,549 shares worth $9.23M. The position accounts for 0.38% of the portfolio, ranked #48.

Greenwich Wealth Management first reported a position in CARY in Q1 2025 and has held it in 5 quarters since. 102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

  • Greenwich Wealth Management held 444,549 shares of Angel Oak Income ETF worth $9.23M as of Q1 2026.
  • Greenwich Wealth Management bought 53,809 Angel Oak Income ETF shares in Q1 2026, an estimated $1.13M.
  • Angel Oak Income ETF made up 0.38% of Greenwich Wealth Management's portfolio in Q1 2026, its #48 holding.
  • Greenwich Wealth Management first reported a position in Angel Oak Income ETF in Q1 2025 and has held it in 5 quarters since.
  • 102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.