GTS Securities’s Angel Oak Income ETF CARY Stock Holding History

GTS Securities’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
2023 Q3	–	Sell	-40,067	Closed	-$807K	–	3924
2023 Q2	$807K	Buy	+40,067	New	+$808K	0.03%	494

Other funds holding CARY

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return

Crescent Grove Advisors Lake Forest, Illinois $1.04B AUM 17.78% 1-Year Est. Return

Channel Wealth Santa Barbara, California $413M AUM 15.3% 1-Year Est. Return

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

GTS Securities's CARY Position: Q3 2023 in Review

GTS Securities sold out of Angel Oak Income ETF (CARY) in Q3 2023, closing a stake of 40,067 shares — an estimated $807K sold.

GTS Securities first reported a position in CARY in Q2 2023 and held it in 1 quarter. The position peaked at $807K in Q2 2023. 9 funds tracked by Wall St. Rank hold CARY as of Q3 2023.

GTS Securities reported no remaining Angel Oak Income ETF position as of Q3 2023 after selling out during the quarter.
GTS Securities sold 40,067 Angel Oak Income ETF shares in Q3 2023, an estimated $807K.
GTS Securities first reported a position in Angel Oak Income ETF in Q2 2023 and held it in 1 quarter.
GTS Securities's Angel Oak Income ETF position peaked at $807K in Q2 2023.
9 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q3 2023.

Based on GTS Securities's 13F filing for Q3 2023, filed 15 Nov 2023.