LPL Financial
CARY icon

LPL Financial’s Angel Oak Income ETF CARY Stock Holding History

LPL Financial’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 		$11.7M Buy
565,204
+133,314
+31% +$2.78M ﹤0.01% 1990
2026
Q1 		$8.97M Buy
431,890
+104,808
+32% +$2.19M ﹤0.01% 2082
2025
Q4 		$6.81M Buy
327,082
+36,315
+12% +$761K ﹤0.01% 2269
2025
Q3 		$6.08M Buy
290,767
+49,720
+21% +$1.04M ﹤0.01% 2297
2025
Q2 		$5.01M Buy
241,047
+22,039
+10% +$456K ﹤0.01% 2303
2025
Q1 		$4.55M Buy
219,008
+20,731
+10% +$429K ﹤0.01% 2231
2024
Q4 		$4.08M Buy
198,277
+138,611
+232% +$2.89M ﹤0.01% 2238
2024
Q3 		$1.26M Buy
59,666
+7,668
+15% +$161K ﹤0.01% 3167
2024
Q2 		$1.07M Buy
+51,998
New +$1.06M ﹤0.01% 3187

Other funds holding CARY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IA
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial's CARY Position: Q2 2026 in Review

LPL Financial increased its Angel Oak Income ETF (CARY) stake by 31% in Q2 2026, buying an estimated $2.78M and bringing the position to 565,204 shares worth $11.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1990.

LPL Financial first reported a position in CARY in Q2 2024 and has held it in 9 quarters since. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

  • LPL Financial held 565,204 shares of Angel Oak Income ETF worth $11.7M as of Q2 2026.
  • LPL Financial bought 133,314 Angel Oak Income ETF shares in Q2 2026, an estimated $2.78M.
  • Angel Oak Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1990 holding.
  • LPL Financial first reported a position in Angel Oak Income ETF in Q2 2024 and has held it in 9 quarters since.
  • 110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.