M Holdings Securities
CARY icon

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
Q3 		$299K Buy
14,845
+3,361
+29% +$69.3K 0.02% 488
2026
Q2 		$239K Buy
+11,484
New +$239K 0.03% 145

Other funds holding CARY

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Channel Wealth
Channel Wealth Santa Barbara, California $464M AUM 13.53% 1-Year Est. Return
Sage Advisory Services
Sage Advisory Services Austin, Texas $186M AUM 7.57% 1-Year Est. Return
Legacy CG
Legacy CG Plano, Texas $397M AUM 15.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

M Holdings Securities's CARY Position: Q3 2026 in Review

M Holdings Securities increased its Angel Oak Income ETF (CARY) stake by 29% in Q3 2026, buying an estimated $69.3K and bringing the position to 14,845 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #488.

M Holdings Securities first reported a position in CARY in Q2 2026 and has held it in 2 quarters since. 103 funds tracked by Wall St. Rank hold CARY as of Q3 2026.

  • M Holdings Securities held 14,845 shares of Angel Oak Income ETF worth $299K as of Q3 2026.
  • M Holdings Securities bought 3,361 Angel Oak Income ETF shares in Q3 2026, an estimated $69.3K.
  • Angel Oak Income ETF made up 0.02% of M Holdings Securities's portfolio in Q3 2026, its #488 holding.
  • M Holdings Securities first reported a position in Angel Oak Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 103 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q3 2026.

Based on M Holdings Securities's 13F filing for Q3 2026, filed 3 Nov 2026.