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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Channel Wealth Santa Barbara, California $413M AUM 15.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Janney Montgomery Scott's CARY Position: Q1 2026 in Review

Janney Montgomery Scott increased its Angel Oak Income ETF (CARY) stake by 11% in Q1 2026, buying an estimated $128K and bringing the position to 60,188 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #1527.

Janney Montgomery Scott first reported a position in CARY in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.13M in Q2 2025. 102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

Janney Montgomery Scott held 60,188 shares of Angel Oak Income ETF worth $1.25M as of Q1 2026.
Janney Montgomery Scott bought 6,093 Angel Oak Income ETF shares in Q1 2026, an estimated $128K.
Angel Oak Income ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1527 holding.
Janney Montgomery Scott first reported a position in Angel Oak Income ETF in Q4 2024 and has held it in 6 quarters since.
Janney Montgomery Scott's Angel Oak Income ETF position peaked at $4.13M in Q2 2025.
102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.