JTF
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J. Team Financial’s Angel Oak Income ETF CARY Stock Holding History

J. Team Financial’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 		$2.19M Buy
105,156
+21,093
+25% +$439K 2.12% 14
2026
Q1 		$1.75M Sell
84,063
-10,041
-11% -$210K 1.95% 14
2025
Q4 		$1.96M Buy
94,104
+845
+0.9% +$17.7K 1.96% 16
2025
Q3 		$1.95M Buy
+93,259
New +$1.95M 1.98% 17

Other funds holding CARY

IA
IFC Advisors Los Angeles, California $788M AUM 19.88% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

J. Team Financial's CARY Position: Q2 2026 in Review

J. Team Financial increased its Angel Oak Income ETF (CARY) stake by 25% in Q2 2026, buying an estimated $439K and bringing the position to 105,156 shares worth $2.19M. The position accounts for 2.12% of the portfolio, ranked #14.

J. Team Financial first reported a position in CARY in Q3 2025 and has held it in 4 quarters since. 57 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

  • J. Team Financial held 105,156 shares of Angel Oak Income ETF worth $2.19M as of Q2 2026.
  • J. Team Financial bought 21,093 Angel Oak Income ETF shares in Q2 2026, an estimated $439K.
  • Angel Oak Income ETF made up 2.12% of J. Team Financial's portfolio in Q2 2026, its #14 holding.
  • J. Team Financial first reported a position in Angel Oak Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 57 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on J. Team Financial's 13F filing for Q2 2026, filed 27 Jul 2026.