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 Q2	$3.29M	Buy	158,094 +15,370	+11%	+$320K	1.2%	32
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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Mendel Money Management's CARY Position: Q2 2026 in Review

Mendel Money Management increased its Angel Oak Income ETF (CARY) stake by 11% in Q2 2026, buying an estimated $320K and bringing the position to 158,094 shares worth $3.29M. The position accounts for 1.2% of the portfolio, ranked #32.

Mendel Money Management first reported a position in CARY in Q2 2024 and has held it in 9 quarters since. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

Mendel Money Management held 158,094 shares of Angel Oak Income ETF worth $3.29M as of Q2 2026.
Mendel Money Management bought 15,370 Angel Oak Income ETF shares in Q2 2026, an estimated $320K.
Angel Oak Income ETF made up 1.2% of Mendel Money Management's portfolio in Q2 2026, its #32 holding.
Mendel Money Management first reported a position in Angel Oak Income ETF in Q2 2024 and has held it in 9 quarters since.
110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Mendel Money Management's 13F filing for Q2 2026, filed 30 Jul 2026.