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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $413M AUM 15.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial's CARY Position: Q1 2026 in Review

LPL Financial increased its Angel Oak Income ETF (CARY) stake by 32% in Q1 2026, buying an estimated $2.19M and bringing the position to 431,890 shares worth $8.97M. The position accounts for ﹤0.01% of the portfolio, ranked #2082.

LPL Financial first reported a position in CARY in Q2 2024 and has held it in 8 quarters since. 102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

  • LPL Financial held 431,890 shares of Angel Oak Income ETF worth $8.97M as of Q1 2026.
  • LPL Financial bought 104,808 Angel Oak Income ETF shares in Q1 2026, an estimated $2.19M.
  • Angel Oak Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2082 holding.
  • LPL Financial first reported a position in Angel Oak Income ETF in Q2 2024 and has held it in 8 quarters since.
  • 102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.