Legacy CG’s Angel Oak Income ETF CARY Stock Holding History

Legacy CG’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	$8.19M	Buy	394,432 +37,050	+10%	+$776K	2.28%	14
2025 Q4	$7.44M	Sell	357,382 -5,797	-2%	-$121K	2.08%	16
2025 Q3	$7.59M	Buy	363,179 +46,955	+15%	+$981K	2.14%	19
2025 Q2	$6.58M	Sell	316,224 -1,335	-0.4%	-$27.6K	1.96%	22
2025 Q1	$6.59M	Buy	+317,559	New	+$6.58M	2.13%	15

Other funds holding CARY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Channel Wealth Santa Barbara, California $413M AUM 15.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Legacy CG's CARY Position: Q1 2026 in Review

Legacy CG increased its Angel Oak Income ETF (CARY) stake by 10% in Q1 2026, buying an estimated $776K and bringing the position to 394,432 shares worth $8.19M. The position accounts for 2.28% of the portfolio, ranked #14.

Legacy CG first reported a position in CARY in Q1 2025 and has held it in 5 quarters since. 102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

Legacy CG held 394,432 shares of Angel Oak Income ETF worth $8.19M as of Q1 2026.
Legacy CG bought 37,050 Angel Oak Income ETF shares in Q1 2026, an estimated $776K.
Angel Oak Income ETF made up 2.28% of Legacy CG's portfolio in Q1 2026, its #14 holding.
Legacy CG first reported a position in Angel Oak Income ETF in Q1 2025 and has held it in 5 quarters since.
102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on Legacy CG's 13F filing for Q1 2026, filed 5 May 2026.