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Legacy Capital Group California’s Angel Oak Income ETF CARY Stock Holding History

Legacy Capital Group California’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 		$1.54M Sell
74,327
-8,087
-10% -$169K 0.59% 26
2025
Q4 		$1.72M Sell
82,414
-2,418
-3% -$50.7K 0.42% 53
2025
Q3 		$1.77M Sell
84,832
-640
-0.7% -$13.4K 0.45% 40
2025
Q2 		$1.78M Buy
+85,472
New +$1.77M 0.49% 35

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

Legacy Capital Group California's CARY Position: Q1 2026 in Review

Legacy Capital Group California reduced its Angel Oak Income ETF (CARY) stake by 9.8% in Q1 2026, selling an estimated $169K and leaving 74,327 shares worth $1.54M. The position accounts for 0.59% of the portfolio, ranked #26.

Legacy Capital Group California first reported a position in CARY in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.78M in Q2 2025. 102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

  • Legacy Capital Group California held 74,327 shares of Angel Oak Income ETF worth $1.54M as of Q1 2026.
  • Legacy Capital Group California sold 8,087 Angel Oak Income ETF shares in Q1 2026, an estimated $169K.
  • Angel Oak Income ETF made up 0.59% of Legacy Capital Group California's portfolio in Q1 2026, its #26 holding.
  • Legacy Capital Group California first reported a position in Angel Oak Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Legacy Capital Group California's Angel Oak Income ETF position peaked at $1.78M in Q2 2025.
  • 102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.