HighTower Advisors’s Angel Oak Income ETF CARY Stock Holding History

HighTower 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 Q3	$2.92M	Buy	145,003 +104,935	+262%	+$2.16M	﹤0.01%	1558
2026 Q2	$833K	Buy	40,068 +5,221	+15%	+$109K	﹤0.01%	2361
2026 Q1	$724K	Buy	34,847 +3,930	+13%	+$82.3K	﹤0.01%	2416
2025 Q4	$644K	Buy	+30,917	New	+$648K	﹤0.01%	2439

Other funds holding CARY

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Channel Wealth Santa Barbara, California $464M AUM 13.53% 1-Year Est. Return

Sage Advisory Services Austin, Texas $186M AUM 7.57% 1-Year Est. Return

Legacy CG Plano, Texas $397M AUM 15.14% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HighTower Advisors's CARY Position: Q3 2026 in Review

HighTower Advisors increased its Angel Oak Income ETF (CARY) stake by 262% in Q3 2026, buying an estimated $2.16M and bringing the position to 145,003 shares worth $2.92M. The position accounts for ﹤0.01% of the portfolio, ranked #1558.

HighTower Advisors first reported a position in CARY in Q4 2025 and has held it in 4 quarters since. 103 funds tracked by Wall St. Rank hold CARY as of Q3 2026.

HighTower Advisors held 145,003 shares of Angel Oak Income ETF worth $2.92M as of Q3 2026.
HighTower Advisors bought 104,935 Angel Oak Income ETF shares in Q3 2026, an estimated $2.16M.
Angel Oak Income ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q3 2026, its #1558 holding.
HighTower Advisors first reported a position in Angel Oak Income ETF in Q4 2025 and has held it in 4 quarters since.
103 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q3 2026.

Based on HighTower Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.