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M Holdings Securities’s Angel Oak Income ETF CARY Stock Holding History

M Holdings Securities’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 		$239K Buy
+11,484
New +$239K 0.03% 145

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

M Holdings Securities's CARY Position: Q2 2026 in Review

M Holdings Securities opened a new position in Angel Oak Income ETF (CARY) in Q2 2026: 11,484 shares worth $239K. The stake represents 0.03% of the portfolio and ranks #145 among its holdings.

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

  • M Holdings Securities held 11,484 shares of Angel Oak Income ETF worth $239K as of Q2 2026.
  • Angel Oak Income ETF was a new M Holdings Securities position in Q2 2026.
  • Angel Oak Income ETF made up 0.03% of M Holdings Securities's portfolio in Q2 2026, its #145 holding.
  • 110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.