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New Wave Wealth Advisors’s Angel Oak Income ETF CARY Stock Holding History

New Wave Wealth 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 		$525K Buy
+25,152
New +$524K 0.14% 126

Other funds holding CARY

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
SAS
Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

New Wave Wealth Advisors's CARY Position: Q2 2026 in Review

New Wave Wealth Advisors opened a new position in Angel Oak Income ETF (CARY) in Q2 2026: 25,152 shares worth $525K. The stake represents 0.14% of the portfolio and ranks #126 among its holdings.

33 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

  • New Wave Wealth Advisors held 25,152 shares of Angel Oak Income ETF worth $525K as of Q2 2026.
  • Angel Oak Income ETF was a new New Wave Wealth Advisors position in Q2 2026.
  • Angel Oak Income ETF made up 0.14% of New Wave Wealth Advisors's portfolio in Q2 2026, its #126 holding.
  • 33 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.