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

Lifestyle 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	$9.75M	Buy	+469,008	New	+$9.77M	2.62%	9

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

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

Lifestyle Asset Management opened a new position in Angel Oak Income ETF (CARY) in Q2 2026: 469,008 shares worth $9.75M. The stake represents 2.62% of the portfolio and ranks #9 among its holdings.

110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

Lifestyle Asset Management held 469,008 shares of Angel Oak Income ETF worth $9.75M as of Q2 2026.
Angel Oak Income ETF was a new Lifestyle Asset Management position in Q2 2026.
Angel Oak Income ETF made up 2.62% of Lifestyle Asset Management's portfolio in Q2 2026, its #9 holding.
110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.