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

NewEdge 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	$1.53M	Sell	73,587 -36,566	-33%	-$761K	﹤0.01%	1373
2026 Q1	$2.29M	Buy	110,153 +9,057	+9%	+$190K	0.01%	1035
2025 Q4	$2.11M	Buy	101,096 +344	+0.3%	+$7.21K	0.01%	1048
2025 Q3	$2.11M	Buy	100,752 +48,280	+92%	+$1.01M	0.01%	991
2025 Q2	$1.09M	Buy	52,472 +12,580	+32%	+$260K	0.01%	1233
2025 Q1	$828K	Buy	39,892 +35,142	+740%	+$728K	﹤0.01%	1290
2024 Q4	$97.8K	Sell	4,750 -2,540	-35%	-$53K	﹤0.01%	2288
2024 Q3	$154K	Buy	+7,290	New	+$153K	﹤0.01%	2060

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

NewEdge Advisors's CARY Position: Q2 2026 in Review

NewEdge Advisors reduced its Angel Oak Income ETF (CARY) stake by 33% in Q2 2026, selling an estimated $761K and leaving 73,587 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1373.

NewEdge Advisors first reported a position in CARY in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.29M in Q1 2026. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

NewEdge Advisors held 73,587 shares of Angel Oak Income ETF worth $1.53M as of Q2 2026.
NewEdge Advisors sold 36,566 Angel Oak Income ETF shares in Q2 2026, an estimated $761K.
Angel Oak Income ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1373 holding.
NewEdge Advisors first reported a position in Angel Oak Income ETF in Q3 2024 and has held it in 8 quarters since.
NewEdge Advisors's Angel Oak Income ETF position peaked at $2.29M in Q1 2026.
110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.