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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
Q2 		$8.56M Buy
412,073
+17,641
+4% +$367K 2.19% 16
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

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 CG's CARY Position: Q2 2026 in Review

Legacy CG increased its Angel Oak Income ETF (CARY) stake by 4.5% in Q2 2026, buying an estimated $367K and bringing the position to 412,073 shares worth $8.56M. The position accounts for 2.19% of the portfolio, ranked #16.

Legacy CG first reported a position in CARY in Q1 2025 and has held it in 6 quarters since. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

  • Legacy CG held 412,073 shares of Angel Oak Income ETF worth $8.56M as of Q2 2026.
  • Legacy CG bought 17,641 Angel Oak Income ETF shares in Q2 2026, an estimated $367K.
  • Angel Oak Income ETF made up 2.19% of Legacy CG's portfolio in Q2 2026, its #16 holding.
  • Legacy CG first reported a position in Angel Oak Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Legacy CG's 13F filing for Q2 2026, filed 22 Jul 2026.