Jeff Yass’s Angel Oak Income ETF CARY Stock Holding History

Jeff Yass’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	–	Sell	-15,514	Closed	-$322K	–	13453
2026 Q1	$322K	Buy	+15,514	New	+$325K	﹤0.01%	10723

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

Jeff Yass's CARY Position: Q2 2026 in Review

Jeff Yass sold out of Angel Oak Income ETF (CARY) in Q2 2026, closing a stake of 15,514 shares — an estimated $322K sold.

Jeff Yass first reported a position in CARY in Q1 2026 and held it in 1 quarter. The position peaked at $322K in Q1 2026. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

Jeff Yass reported no remaining Angel Oak Income ETF position as of Q2 2026 after selling out during the quarter.
Jeff Yass sold 15,514 Angel Oak Income ETF shares in Q2 2026, an estimated $322K.
Jeff Yass first reported a position in Angel Oak Income ETF in Q1 2026 and held it in 1 quarter.
Jeff Yass's Angel Oak Income ETF position peaked at $322K in Q1 2026.
110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.