MW
CARY icon

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

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 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. 13 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.
  • 13 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.