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 Q2	$1.67M	Buy	80,379 +6,052	+8%	+$126K	0.5%	43
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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IFC Advisors Los Angeles, California $788M AUM 19.88% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Legacy Capital Group California's CARY Position: Q2 2026 in Review

Legacy Capital Group California increased its Angel Oak Income ETF (CARY) stake by 8.1% in Q2 2026, buying an estimated $126K and bringing the position to 80,379 shares worth $1.67M. The position accounts for 0.5% of the portfolio, ranked #43.

Legacy Capital Group California first reported a position in CARY in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.78M in Q2 2025. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

Legacy Capital Group California held 80,379 shares of Angel Oak Income ETF worth $1.67M as of Q2 2026.
Legacy Capital Group California bought 6,052 Angel Oak Income ETF shares in Q2 2026, an estimated $126K.
Angel Oak Income ETF made up 0.5% of Legacy Capital Group California's portfolio in Q2 2026, its #43 holding.
Legacy Capital Group California first reported a position in Angel Oak Income ETF in Q2 2025 and has held it in 5 quarters since.
Legacy Capital Group California's Angel Oak Income ETF position peaked at $1.78M in Q2 2025.
110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.