Islay Capital Management
CARY icon

Islay Capital Management’s Angel Oak Income ETF CARY Stock Holding History

Islay Capital 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
Q3 		$2.28M Buy
113,300
+8,400
+8% +$173K 1.07% 26
2026
Q2 		$2.18M Buy
104,900
+6,000
+6% +$125K 1.01% 29
2026
Q1 		$2.05M Buy
98,900
+9,750
+11% +$204K 1.04% 29
2025
Q4 		$1.86M Buy
89,150
+61,950
+228% +$1.3M 1.09% 30
2025
Q3 		$569K Buy
27,200
+22,700
+504% +$474K 0.33% 68
2025
Q2 		$93.6K Hold
4,500
– – 0.06% 105
2025
Q1 		$93.4K Hold
4,500
– – 0.06% 98
2024
Q4 		$92.7K Hold
4,500
– – 0.06% 107
2024
Q3 		$95.4K Buy
+4,500
New +$94.4K 0.06% 109

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Lifestyle Asset Management
Lifestyle Asset Management Friendswood, Texas $414M AUM 22.88% 1-Year Est. Return
Axxcess Wealth Management
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Independent Financial Group
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Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Wealthcare Advisory Partners
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Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Central Pacific Bank - Trust Division
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Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Islay Capital Management's CARY Position: Q3 2026 in Review

Islay Capital Management increased its Angel Oak Income ETF (CARY) stake by 8% in Q3 2026, buying an estimated $173K and bringing the position to 113,300 shares worth $2.28M. The position accounts for 1.07% of the portfolio, ranked #26.

Islay Capital Management first reported a position in CARY in Q3 2024 and has held it in 9 quarters since. 29 funds tracked by Wall St. Rank hold CARY as of Q3 2026.

  • Islay Capital Management held 113,300 shares of Angel Oak Income ETF worth $2.28M as of Q3 2026.
  • Islay Capital Management bought 8,400 Angel Oak Income ETF shares in Q3 2026, an estimated $173K.
  • Angel Oak Income ETF made up 1.07% of Islay Capital Management's portfolio in Q3 2026, its #26 holding.
  • Islay Capital Management first reported a position in Angel Oak Income ETF in Q3 2024 and has held it in 9 quarters since.
  • 29 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q3 2026.

Based on Islay Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.