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Kingdom Financial Group’s Angel Oak Income ETF CARY Stock Holding History

Kingdom Financial Group’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 		$10.3K Hold
495
– – ﹤0.01% 479
2025
Q4 		$10.3K Buy
+495
New +$10.4K ﹤0.01% 416

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

Kingdom Financial Group's CARY Position: Q1 2026 in Review

Kingdom Financial Group held its Angel Oak Income ETF (CARY) position steady in Q1 2026 at 495 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

Kingdom Financial Group first reported a position in CARY in Q4 2025 and has held it in 2 quarters since. The position peaked at $10.3K in Q4 2025. 102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

  • Kingdom Financial Group held 495 shares of Angel Oak Income ETF worth $10.3K as of Q1 2026.
  • Kingdom Financial Group left its Angel Oak Income ETF share count unchanged in Q1 2026.
  • Angel Oak Income ETF made up ﹤0.01% of Kingdom Financial Group's portfolio in Q1 2026, its #479 holding.
  • Kingdom Financial Group first reported a position in Angel Oak Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Kingdom Financial Group's Angel Oak Income ETF position peaked at $10.3K in Q4 2025.
  • 102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.