Networth Advisors
CARY icon

Networth Advisors’s Angel Oak Income ETF CARY Stock Holding History

Networth Advisors’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 		$959 Buy
48
+1
+2% +$21 ﹤0.01% 338
2026
Q2 		$977 Hold
47
– – ﹤0.01% 329
2026
Q1 		$976 Hold
47
– – ﹤0.01% 335
2025
Q4 		$979 Buy
+47
New +$985 ﹤0.01% 319

Other funds holding CARY

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
Tortoise Investment Management
Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return
Crescent Grove Advisors
Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Lifestyle Asset Management
Lifestyle Asset Management Friendswood, Texas $414M AUM 22.88% 1-Year Est. Return

Networth Advisors's CARY Position: Q3 2026 in Review

Networth Advisors increased its Angel Oak Income ETF (CARY) stake by 2.1% in Q3 2026, buying an estimated $21 and bringing the position to 48 shares worth $959. The position accounts for ﹤0.01% of the portfolio, ranked #338.

Networth Advisors first reported a position in CARY in Q4 2025 and has held it in 4 quarters since. The position peaked at $979 in Q4 2025. 65 funds tracked by Wall St. Rank hold CARY as of Q3 2026.

  • Networth Advisors held 48 shares of Angel Oak Income ETF worth $959 as of Q3 2026.
  • Networth Advisors bought 1 Angel Oak Income ETF share in Q3 2026, an estimated $21.
  • Angel Oak Income ETF made up ﹤0.01% of Networth Advisors's portfolio in Q3 2026, its #338 holding.
  • Networth Advisors first reported a position in Angel Oak Income ETF in Q4 2025 and has held it in 4 quarters since.
  • Networth Advisors's Angel Oak Income ETF position peaked at $979 in Q4 2025.
  • 65 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q3 2026.

Based on Networth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.