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Legacy Capital Wealth Partners’s Angel Oak Income ETF CARY Stock Holding History

Legacy Capital Wealth Partners’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 		– Sell
-11,525
Closed -$239K – 386
2026
Q1 		$239K Sell
11,525
-3,069
-21% -$64.3K 0.05% 336
2025
Q4 		$304K Sell
14,594
-211
-1% -$4.42K 0.07% 299
2025
Q3 		$310K Sell
14,805
-385
-3% -$8.04K 0.07% 305
2025
Q2 		$316K Buy
+15,190
New +$314K 0.07% 293

Other funds holding CARY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IA
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Legacy Capital Wealth Partners's CARY Position: Q2 2026 in Review

Legacy Capital Wealth Partners sold out of Angel Oak Income ETF (CARY) in Q2 2026, closing a stake of 11,525 shares — an estimated $239K sold.

Legacy Capital Wealth Partners first reported a position in CARY in Q2 2025 and held it in 4 quarters. The position peaked at $316K in Q2 2025. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

  • Legacy Capital Wealth Partners reported no remaining Angel Oak Income ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 11,525 Angel Oak Income ETF shares in Q2 2026, an estimated $239K.
  • Legacy Capital Wealth Partners first reported a position in Angel Oak Income ETF in Q2 2025 and held it in 4 quarters.
  • Legacy Capital Wealth Partners's Angel Oak Income ETF position peaked at $316K in Q2 2025.
  • 110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.