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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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. 110 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.
110 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.