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

Larson 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 		$366K Buy
+17,614
New +$369K 0.01% 567

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

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

Larson Financial Group opened a new position in Angel Oak Income ETF (CARY) in Q1 2026: 17,614 shares worth $366K. The stake represents 0.01% of the portfolio and ranks #567 among its holdings.

102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

  • Larson Financial Group held 17,614 shares of Angel Oak Income ETF worth $366K as of Q1 2026.
  • Angel Oak Income ETF was a new Larson Financial Group position in Q1 2026.
  • Angel Oak Income ETF made up 0.01% of Larson Financial Group's portfolio in Q1 2026, its #567 holding.
  • 102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.