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MBL Wealth’s Angel Oak Income ETF CARY Stock Holding History

MBL Wealth’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 		$11M Sell
530,615
-9,989
-2% -$208K 0.75% 26
2026
Q1 		$11.2M Buy
540,604
+20,566
+4% +$431K 0.85% 24
2025
Q4 		$10.8M Buy
520,038
+31,933
+7% +$669K 0.87% 22
2025
Q3 		$10.2M Buy
488,105
+18,485
+4% +$386K 0.89% 23
2025
Q2 		$9.77M Buy
469,620
+1,358
+0.3% +$28.1K 0.93% 20
2025
Q1 		$9.72M Buy
468,262
+15,142
+3% +$314K 0.98% 21
2024
Q4 		$9.33M Buy
453,120
+13,767
+3% +$287K 0.94% 21
2024
Q3 		$9.31M Buy
439,353
+1,626
+0.4% +$34.1K 1% 21
2024
Q2 		$9.02M Buy
437,727
+29,314
+7% +$600K 1.01% 22
2024
Q1 		$8.39M Buy
408,413
+174,647
+75% +$3.58M 0.95% 25
2023
Q4 		$4.78M Buy
+233,766
New +$4.72M 0.6% 34

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

MBL Wealth's CARY Position: Q2 2026 in Review

MBL Wealth reduced its Angel Oak Income ETF (CARY) stake by 1.8% in Q2 2026, selling an estimated $208K and leaving 530,615 shares worth $11M. The position accounts for 0.75% of the portfolio, ranked #26.

MBL Wealth first reported a position in CARY in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.2M in Q1 2026. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

  • MBL Wealth held 530,615 shares of Angel Oak Income ETF worth $11M as of Q2 2026.
  • MBL Wealth sold 9,989 Angel Oak Income ETF shares in Q2 2026, an estimated $208K.
  • Angel Oak Income ETF made up 0.75% of MBL Wealth's portfolio in Q2 2026, its #26 holding.
  • MBL Wealth first reported a position in Angel Oak Income ETF in Q4 2023 and has held it in 11 quarters since.
  • MBL Wealth's Angel Oak Income ETF position peaked at $11.2M in Q1 2026.
  • 110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.