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

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

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

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

Envestnet Portfolio Solutions

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

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 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.

15 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.
15 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.