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Mendel Money Management’s Angel Oak Income ETF CARY Stock Holding History

Mendel Money Management’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 		$2.96M Buy
142,724
+18,946
+15% +$397K 1.24% 28
2025
Q4 		$2.58M Sell
123,778
-1,730
-1% -$36.2K 1.08% 29
2025
Q3 		$2.62M Buy
125,508
+1,166
+0.9% +$24.4K 1.1% 30
2025
Q2 		$2.59M Buy
124,342
+9,630
+8% +$199K 1.15% 32
2025
Q1 		$2.38M Buy
114,712
+238
+0.2% +$4.93K 1.13% 32
2024
Q4 		$2.36M Buy
114,474
+26,215
+30% +$547K 1.05% 34
2024
Q3 		$1.87M Buy
88,259
+30,596
+53% +$642K 0.81% 36
2024
Q2 		$1.19M Buy
+57,663
New +$1.18M 0.56% 48

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

Mendel Money Management's CARY Position: Q1 2026 in Review

Mendel Money Management increased its Angel Oak Income ETF (CARY) stake by 15% in Q1 2026, buying an estimated $397K and bringing the position to 142,724 shares worth $2.96M. The position accounts for 1.24% of the portfolio, ranked #28.

Mendel Money Management 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.

  • Mendel Money Management held 142,724 shares of Angel Oak Income ETF worth $2.96M as of Q1 2026.
  • Mendel Money Management bought 18,946 Angel Oak Income ETF shares in Q1 2026, an estimated $397K.
  • Angel Oak Income ETF made up 1.24% of Mendel Money Management's portfolio in Q1 2026, its #28 holding.
  • Mendel Money Management 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 Mendel Money Management's 13F filing for Q1 2026, filed 4 May 2026.