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Kestra Advisory Services’s Angel Oak Income ETF CARY Stock Holding History

Kestra Advisory Services’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 		$300K Sell
14,433
-10,218
-41% -$214K ﹤0.01% 2623
2025
Q4 		$513K Sell
24,651
-54,887
-69% -$1.15M ﹤0.01% 2121
2025
Q3 		$1.66M Buy
+79,538
New +$1.66M 0.01% 1262

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

Kestra Advisory Services's CARY Position: Q1 2026 in Review

Kestra Advisory Services reduced its Angel Oak Income ETF (CARY) stake by 41% in Q1 2026, selling an estimated $214K and leaving 14,433 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #2623.

Kestra Advisory Services first reported a position in CARY in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.66M in Q3 2025. 102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

  • Kestra Advisory Services held 14,433 shares of Angel Oak Income ETF worth $300K as of Q1 2026.
  • Kestra Advisory Services sold 10,218 Angel Oak Income ETF shares in Q1 2026, an estimated $214K.
  • Angel Oak Income ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2623 holding.
  • Kestra Advisory Services first reported a position in Angel Oak Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Kestra Advisory Services's Angel Oak Income ETF position peaked at $1.66M in Q3 2025.
  • 102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.