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

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

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. 110 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.
110 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.