Jones Financial Companies
CARY icon

Jones Financial Companies’s Angel Oak Income ETF CARY Stock Holding History

Jones Financial Companies’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 		– Sell
-241
Closed -$5.02K – 4755
2025
Q4 		$5.02K Sell
241
-159
-40% -$3.33K ﹤0.01% 3500
2025
Q3 		$8.4K Buy
+400
New +$8.36K ﹤0.01% 3153

Other funds holding CARY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
IA
IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $413M AUM 15.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jones Financial Companies's CARY Position: Q1 2026 in Review

Jones Financial Companies sold out of Angel Oak Income ETF (CARY) in Q1 2026, closing a stake of 241 shares — an estimated $5.02K sold.

Jones Financial Companies first reported a position in CARY in Q3 2025 and held it in 2 quarters. The position peaked at $8.4K in Q3 2025. 102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

  • Jones Financial Companies reported no remaining Angel Oak Income ETF position as of Q1 2026 after selling out during the quarter.
  • Jones Financial Companies sold 241 Angel Oak Income ETF shares in Q1 2026, an estimated $5.02K.
  • Jones Financial Companies first reported a position in Angel Oak Income ETF in Q3 2025 and held it in 2 quarters.
  • Jones Financial Companies's Angel Oak Income ETF position peaked at $8.4K in Q3 2025.
  • 102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.