L.J. Altfest & Co
CARY icon

L.J. Altfest & Co’s Angel Oak Income ETF CARY Stock Holding History

L.J. Altfest & Co’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
Q3 		$12.6M Buy
+626,550
New +$12.9M 1.25% 20
2025
Q2 		– Sell
-368,152
Closed -$7.64M – 341
2025
Q1 		$7.64M Buy
368,152
+11,538
+3% +$239K 0.96% 26
2024
Q4 		$7.34M Buy
+356,614
New +$7.44M 0.94% 28

Other funds holding CARY

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Channel Wealth
Channel Wealth Santa Barbara, California $464M AUM 13.53% 1-Year Est. Return
Sage Advisory Services
Sage Advisory Services Austin, Texas $186M AUM 7.57% 1-Year Est. Return
Legacy CG
Legacy CG Plano, Texas $397M AUM 15.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Tortoise Investment Management
Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return
Crescent Grove Advisors
Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return
OneAscent Financial Services
OneAscent Financial Services Birmingham, Alabama $1.63B AUM 15.85% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

L.J. Altfest & Co's CARY Position: Q3 2026 in Review

L.J. Altfest & Co opened a new position in Angel Oak Income ETF (CARY) in Q3 2026: 626,550 shares worth $12.6M. The stake represents 1.25% of the portfolio and ranks #20 among its holdings. This is a return to the name: L.J. Altfest & Co previously reported a position in CARY as recently as Q1 2025.

L.J. Altfest & Co first reported a position in CARY in Q4 2024 and has held it in 3 quarters since. 77 funds tracked by Wall St. Rank hold CARY as of Q3 2026.

  • L.J. Altfest & Co held 626,550 shares of Angel Oak Income ETF worth $12.6M as of Q3 2026.
  • Angel Oak Income ETF was a new L.J. Altfest & Co position in Q3 2026.
  • Angel Oak Income ETF made up 1.25% of L.J. Altfest & Co's portfolio in Q3 2026, its #20 holding.
  • L.J. Altfest & Co first reported a position in Angel Oak Income ETF in Q4 2024 and has held it in 3 quarters since.
  • 77 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q3 2026.

Based on L.J. Altfest & Co's 13F filing for Q3 2026, filed 27 Oct 2026.