Lewis Asset Management’s Angel Oak Income ETF CARY Stock Holding History

Lewis Asset Management’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	$2.06M	Buy	99,041 +2,661	+3%	+$55.4K	0.72%	35
2026 Q1	$2M	Buy	96,380 +32,505	+51%	+$681K	0.82%	32
2025 Q4	$1.33M	Buy	63,875 +40,074	+168%	+$840K	0.54%	45
2025 Q3	$498K	Buy	23,801 +683	+3%	+$14.3K	0.2%	106
2025 Q2	$481K	Buy	23,118 +6,151	+36%	+$127K	0.23%	104
2025 Q1	$352K	Buy	+16,967	New	+$351K	0.29%	88

Other funds holding CARY

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

LAM

Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

SAS

Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

MMM

Mendel Money Management Northbrook, Illinois $273M AUM 31.99% 1-Year Est. Return

Lewis Asset Management's CARY Position: Q2 2026 in Review

Lewis Asset Management increased its Angel Oak Income ETF (CARY) stake by 2.8% in Q2 2026, buying an estimated $55.4K and bringing the position to 99,041 shares worth $2.06M. The position accounts for 0.72% of the portfolio, ranked #35.

Lewis Asset Management first reported a position in CARY in Q1 2025 and has held it in 6 quarters since. 41 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

Lewis Asset Management held 99,041 shares of Angel Oak Income ETF worth $2.06M as of Q2 2026.
Lewis Asset Management bought 2,661 Angel Oak Income ETF shares in Q2 2026, an estimated $55.4K.
Angel Oak Income ETF made up 0.72% of Lewis Asset Management's portfolio in Q2 2026, its #35 holding.
Lewis Asset Management first reported a position in Angel Oak Income ETF in Q1 2025 and has held it in 6 quarters since.
41 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.