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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
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

IA
IFC Advisors Los Angeles, California $788M AUM 19.88% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
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

Networth Advisors's CARY Position: Q2 2026 in Review

Networth Advisors held its Angel Oak Income ETF (CARY) position steady in Q2 2026 at 47 shares worth $977. The position accounts for ﹤0.01% of the portfolio, ranked #329.

Networth Advisors first reported a position in CARY in Q4 2025 and has held it in 3 quarters since. The position peaked at $979 in Q4 2025. 57 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

  • Networth Advisors held 47 shares of Angel Oak Income ETF worth $977 as of Q2 2026.
  • Networth Advisors left its Angel Oak Income ETF share count unchanged in Q2 2026.
  • Angel Oak Income ETF made up ﹤0.01% of Networth Advisors's portfolio in Q2 2026, its #329 holding.
  • Networth Advisors first reported a position in Angel Oak Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Networth Advisors's Angel Oak Income ETF position peaked at $979 in Q4 2025.
  • 57 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.