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

IFC 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
Q1 		$61.7M Buy
+2,971,014
New +$62.2M 8.83% 3

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

IFC Advisors's CARY Position: Q1 2026 in Review

IFC Advisors opened a new position in Angel Oak Income ETF (CARY) in Q1 2026: 2,971,014 shares worth $61.7M. The stake represents 8.83% of the portfolio and ranks #3 among its holdings.

102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

  • IFC Advisors held 2,971,014 shares of Angel Oak Income ETF worth $61.7M as of Q1 2026.
  • Angel Oak Income ETF was a new IFC Advisors position in Q1 2026.
  • Angel Oak Income ETF made up 8.83% of IFC Advisors's portfolio in Q1 2026, its #3 holding.
  • 102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on IFC Advisors's 13F filing for Q1 2026, filed 4 May 2026.