Janney Montgomery Scott’s Angel Oak Income ETF CARY Stock Holding History

Janney Montgomery Scott’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	$1.16M	Sell	55,793 -4,395	-7%	-$91.5K	﹤0.01%	1830
2026 Q1	$1.25M	Buy	60,188 +6,093	+11%	+$128K	﹤0.01%	1527
2025 Q4	$1.13M	Sell	54,095 -299	-0.5%	-$6.26K	﹤0.01%	1656
2025 Q3	$1.14M	Sell	54,394 -144,346	-73%	-$3.02M	﹤0.01%	1622
2025 Q2	$4.13M	Buy	198,740 +101,252	+104%	+$2.09M	0.01%	890
2025 Q1	$2.02M	Buy	97,488 +37,058	+61%	+$767K	0.01%	1155
2024 Q4	$1.24M	Buy	+60,430	New	+$1.26M	﹤0.01%	1419

Other funds holding CARY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Janney Montgomery Scott's CARY Position: Q2 2026 in Review

Janney Montgomery Scott reduced its Angel Oak Income ETF (CARY) stake by 7.3% in Q2 2026, selling an estimated $91.5K and leaving 55,793 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1830.

Janney Montgomery Scott first reported a position in CARY in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.13M in Q2 2025. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

Janney Montgomery Scott held 55,793 shares of Angel Oak Income ETF worth $1.16M as of Q2 2026.
Janney Montgomery Scott sold 4,395 Angel Oak Income ETF shares in Q2 2026, an estimated $91.5K.
Angel Oak Income ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1830 holding.
Janney Montgomery Scott first reported a position in Angel Oak Income ETF in Q4 2024 and has held it in 7 quarters since.
Janney Montgomery Scott's Angel Oak Income ETF position peaked at $4.13M in Q2 2025.
110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.