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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
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

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 Wealth Partners's CARY Position: Q1 2026 in Review

Legacy Capital Wealth Partners reduced its Angel Oak Income ETF (CARY) stake by 21% in Q1 2026, selling an estimated $64.3K and leaving 11,525 shares worth $239K. The position accounts for 0.05% of the portfolio, ranked #336.

Legacy Capital Wealth Partners first reported a position in CARY in Q2 2025 and has held it in 4 quarters since. The position peaked at $316K in Q2 2025. 102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

  • Legacy Capital Wealth Partners held 11,525 shares of Angel Oak Income ETF worth $239K as of Q1 2026.
  • Legacy Capital Wealth Partners sold 3,069 Angel Oak Income ETF shares in Q1 2026, an estimated $64.3K.
  • Angel Oak Income ETF made up 0.05% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #336 holding.
  • Legacy Capital Wealth Partners first reported a position in Angel Oak Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Legacy Capital Wealth Partners's Angel Oak Income ETF position peaked at $316K in Q2 2025.
  • 102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.