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Independent Financial Group’s Angel Oak Income ETF CARY Stock Holding History

Independent Financial Group’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 		$8.39M Buy
403,816
+286,699
+245% +$5.97M 0.16% 128
2026
Q1 		$2.43M Buy
117,117
+4,430
+4% +$92.7K 0.05% 354
2025
Q4 		$2.35M Buy
112,687
+32,130
+40% +$673K 0.05% 349
2025
Q3 		$1.68M Buy
80,557
+29,936
+59% +$625K 0.04% 441
2025
Q2 		$1.05M Buy
50,621
+169
+0.3% +$3.49K 0.03% 527
2025
Q1 		$1.05M Buy
50,452
+17,973
+55% +$372K 0.04% 467
2024
Q4 		$669K Hold
32,479
– – 0.02% 604
2024
Q3 		$688K Buy
32,479
+4,332
+15% +$90.9K 0.03% 552
2024
Q2 		$580K Buy
28,147
+7,663
+37% +$157K 0.02% 559
2024
Q1 		$421K Buy
20,484
+4,832
+31% +$99K 0.02% 645
2023
Q4 		$320K Buy
+15,652
New +$316K 0.02% 694

Other funds holding CARY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IA
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Independent Financial Group's CARY Position: Q2 2026 in Review

Independent Financial Group increased its Angel Oak Income ETF (CARY) stake by 245% in Q2 2026, buying an estimated $5.97M and bringing the position to 403,816 shares worth $8.39M. The position accounts for 0.16% of the portfolio, ranked #128.

Independent Financial Group first reported a position in CARY in Q4 2023 and has held it in 11 quarters since. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

  • Independent Financial Group held 403,816 shares of Angel Oak Income ETF worth $8.39M as of Q2 2026.
  • Independent Financial Group bought 286,699 Angel Oak Income ETF shares in Q2 2026, an estimated $5.97M.
  • Angel Oak Income ETF made up 0.16% of Independent Financial Group's portfolio in Q2 2026, its #128 holding.
  • Independent Financial Group first reported a position in Angel Oak Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.