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Heritage Trust’s Angel Oak Income ETF CARY Stock Holding History

Heritage Trust’s Portfolio CARY Stock Details CARY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.2M Sell
153,661
-494
-0.3% -$10.3K 0.37% 72
2025
Q1 		$3.2M Sell
154,155
-26,875
-15% -$558K 0.39% 66
2024
Q4 		$3.73M Buy
+181,030
New +$3.73M 0.44% 64