IHT Wealth Management’s Angel Oak Income ETF CARY Stock Holding History

IHT Wealth Management’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	$439K	Sell	21,147 -64	-0.3%	-$1.33K	0.01%	879
2026 Q1	$441K	Buy	21,211 +264	+1%	+$5.53K	0.01%	868
2025 Q4	$436K	Sell	20,947 -156	-0.7%	-$3.27K	0.01%	825
2025 Q3	$441K	Sell	21,103 -52	-0.2%	-$1.09K	0.01%	783
2025 Q2	$440K	Buy	+21,155	New	+$437K	0.01%	741

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

IHT Wealth Management's CARY Position: Q2 2026 in Review

IHT Wealth Management reduced its Angel Oak Income ETF (CARY) stake by 0.3% in Q2 2026, selling an estimated $1.33K and leaving 21,147 shares worth $439K. The position accounts for 0.01% of the portfolio, ranked #879.

IHT Wealth Management first reported a position in CARY in Q2 2025 and has held it in 5 quarters since. The position peaked at $441K in Q3 2025. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

IHT Wealth Management held 21,147 shares of Angel Oak Income ETF worth $439K as of Q2 2026.
IHT Wealth Management sold 64 Angel Oak Income ETF shares in Q2 2026, an estimated $1.33K.
Angel Oak Income ETF made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #879 holding.
IHT Wealth Management first reported a position in Angel Oak Income ETF in Q2 2025 and has held it in 5 quarters since.
IHT Wealth Management's Angel Oak Income ETF position peaked at $441K in Q3 2025.
110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.