LJAC
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
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

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $413M AUM 15.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

L.J. Altfest & Co's CARY Position: Q2 2025 in Review

L.J. Altfest & Co sold out of Angel Oak Income ETF (CARY) in Q2 2025, closing a stake of 368,152 shares — an estimated $7.64M sold.

L.J. Altfest & Co first reported a position in CARY in Q4 2024 and held it in 2 quarters. The position peaked at $7.64M in Q1 2025. 70 funds tracked by Wall St. Rank hold CARY as of Q2 2025.

  • L.J. Altfest & Co reported no remaining Angel Oak Income ETF position as of Q2 2025 after selling out during the quarter.
  • L.J. Altfest & Co sold 368,152 Angel Oak Income ETF shares in Q2 2025, an estimated $7.64M.
  • L.J. Altfest & Co first reported a position in Angel Oak Income ETF in Q4 2024 and held it in 2 quarters.
  • L.J. Altfest & Co's Angel Oak Income ETF position peaked at $7.64M in Q1 2025.
  • 70 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2025.

Based on L.J. Altfest & Co's 13F filing for Q2 2025, filed 8 Aug 2025.