James T. Borello
CARY icon

James T. Borello’s Angel Oak Income ETF CARY Stock Holding History

James T. Borello’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 		– Sell
-318
Closed -$6.61K – 1287
2026
Q2 		$6.61K Buy
+318
New +$6.62K ﹤0.01% 705

Other funds holding CARY

Sage Advisory Services
Sage Advisory Services Austin, Texas $186M AUM 7.57% 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
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

James T. Borello's CARY Position: Q3 2026 in Review

James T. Borello sold out of Angel Oak Income ETF (CARY) in Q3 2026, closing a stake of 318 shares — an estimated $6.61K sold.

James T. Borello first reported a position in CARY in Q2 2026 and held it in 1 quarter. The position peaked at $6.61K in Q2 2026. 35 funds tracked by Wall St. Rank hold CARY as of Q3 2026.

  • James T. Borello reported no remaining Angel Oak Income ETF position as of Q3 2026 after selling out during the quarter.
  • James T. Borello sold 318 Angel Oak Income ETF shares in Q3 2026, an estimated $6.61K.
  • James T. Borello first reported a position in Angel Oak Income ETF in Q2 2026 and held it in 1 quarter.
  • James T. Borello's Angel Oak Income ETF position peaked at $6.61K in Q2 2026.
  • 35 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.