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IEQ Capital’s Angel Oak Income ETF CARY Stock Holding History

IEQ Capital’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 		$272K Sell
13,082
-74,196
-85% -$1.55M ﹤0.01% 1559
2025
Q4 		$1.82M Sell
87,278
-11,206
-11% -$235K 0.01% 827
2025
Q3 		$2.06M Buy
98,484
+39,137
+66% +$818K 0.01% 749
2025
Q2 		$1.23M Buy
+59,347
New +$1.23M 0.01% 791

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

IEQ Capital's CARY Position: Q1 2026 in Review

IEQ Capital reduced its Angel Oak Income ETF (CARY) stake by 85% in Q1 2026, selling an estimated $1.55M and leaving 13,082 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #1559.

IEQ Capital first reported a position in CARY in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.06M in Q3 2025. 102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

  • IEQ Capital held 13,082 shares of Angel Oak Income ETF worth $272K as of Q1 2026.
  • IEQ Capital sold 74,196 Angel Oak Income ETF shares in Q1 2026, an estimated $1.55M.
  • Angel Oak Income ETF made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1559 holding.
  • IEQ Capital first reported a position in Angel Oak Income ETF in Q2 2025 and has held it in 4 quarters since.
  • IEQ Capital's Angel Oak Income ETF position peaked at $2.06M in Q3 2025.
  • 102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.