Lloyd Advisory Services’s Angel Oak Income ETF CARY Stock Holding History

Lloyd Advisory Services’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	$122K	Buy	5,893 +5,398	+1,091%	+$112K	0.05%	161
2026 Q1	$10.3K	Sell	495 -5,164	-91%	-$108K	﹤0.01%	479
2025 Q4	$118K	Buy	+5,659	New	+$119K	0.05%	164

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

Lloyd Advisory Services's CARY Position: Q2 2026 in Review

Lloyd Advisory Services increased its Angel Oak Income ETF (CARY) stake by 1,091% in Q2 2026, buying an estimated $112K and bringing the position to 5,893 shares worth $122K. The position accounts for 0.05% of the portfolio, ranked #161.

Lloyd Advisory Services first reported a position in CARY in Q4 2025 and has held it in 3 quarters since. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

Lloyd Advisory Services held 5,893 shares of Angel Oak Income ETF worth $122K as of Q2 2026.
Lloyd Advisory Services bought 5,398 Angel Oak Income ETF shares in Q2 2026, an estimated $112K.
Angel Oak Income ETF made up 0.05% of Lloyd Advisory Services's portfolio in Q2 2026, its #161 holding.
Lloyd Advisory Services first reported a position in Angel Oak Income ETF in Q4 2025 and has held it in 3 quarters since.
110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.