Kestra Advisory Services
CARY icon

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
Q2 		– Sell
-14,433
Closed -$300K – 3275
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

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IFC Advisors
IFC Advisors Los Angeles, California $788M AUM 19.88% 1-Year Est. Return
Arkadios Wealth Advisors
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Kestra Advisory Services's CARY Position: Q2 2026 in Review

Kestra Advisory Services sold out of Angel Oak Income ETF (CARY) in Q2 2026, closing a stake of 14,433 shares — an estimated $300K sold.

Kestra Advisory Services first reported a position in CARY in Q3 2025 and held it in 3 quarters. The position peaked at $1.66M in Q3 2025. 111 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

  • Kestra Advisory Services reported no remaining Angel Oak Income ETF position as of Q2 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 14,433 Angel Oak Income ETF shares in Q2 2026, an estimated $300K.
  • Kestra Advisory Services first reported a position in Angel Oak Income ETF in Q3 2025 and held it in 3 quarters.
  • Kestra Advisory Services's Angel Oak Income ETF position peaked at $1.66M in Q3 2025.
  • 111 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.