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 Q2	–	Sell	-13,082	Closed	-$272K	–	2037
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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IFC Advisors Los Angeles, California $788M AUM 19.88% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IEQ Capital's CARY Position: Q2 2026 in Review

IEQ Capital sold out of Angel Oak Income ETF (CARY) in Q2 2026, closing a stake of 13,082 shares — an estimated $272K sold.

IEQ Capital first reported a position in CARY in Q2 2025 and held it in 4 quarters. The position peaked at $2.06M in Q3 2025. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

IEQ Capital reported no remaining Angel Oak Income ETF position as of Q2 2026 after selling out during the quarter.
IEQ Capital sold 13,082 Angel Oak Income ETF shares in Q2 2026, an estimated $272K.
IEQ Capital first reported a position in Angel Oak Income ETF in Q2 2025 and held it in 4 quarters.
IEQ Capital's Angel Oak Income ETF position peaked at $2.06M in Q3 2025.
110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.