J. Team Financial
CARY icon

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
Q3 		$2.32M Buy
115,366
+10,210
+10% +$211K 2.02% 16
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

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sage Advisory Services
Sage Advisory Services Austin, Texas $186M AUM 7.57% 1-Year Est. Return
Legacy CG
Legacy CG Plano, Texas $397M AUM 15.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Tortoise Investment Management
Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return
Crescent Grove Advisors
Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Lifestyle Asset Management
Lifestyle Asset Management Friendswood, Texas $414M AUM 22.88% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

J. Team Financial's CARY Position: Q3 2026 in Review

J. Team Financial increased its Angel Oak Income ETF (CARY) stake by 9.7% in Q3 2026, buying an estimated $211K and bringing the position to 115,366 shares worth $2.32M. The position accounts for 2.02% of the portfolio, ranked #16.

J. Team Financial first reported a position in CARY in Q3 2025 and has held it in 5 quarters since. 64 funds tracked by Wall St. Rank hold CARY as of Q3 2026.

  • J. Team Financial held 115,366 shares of Angel Oak Income ETF worth $2.32M as of Q3 2026.
  • J. Team Financial bought 10,210 Angel Oak Income ETF shares in Q3 2026, an estimated $211K.
  • Angel Oak Income ETF made up 2.02% of J. Team Financial's portfolio in Q3 2026, its #16 holding.
  • J. Team Financial first reported a position in Angel Oak Income ETF in Q3 2025 and has held it in 5 quarters since.
  • 64 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q3 2026.

Based on J. Team Financial's 13F filing for Q3 2026, filed 3 Nov 2026.