NA
CARY icon

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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $413M AUM 15.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NewEdge Advisors's CARY Position: Q1 2026 in Review

NewEdge Advisors increased its Angel Oak Income ETF (CARY) stake by 9% in Q1 2026, buying an estimated $190K and bringing the position to 110,153 shares worth $2.29M. The position accounts for 0.01% of the portfolio, ranked #1035.

NewEdge Advisors first reported a position in CARY in Q3 2024 and has held it in 7 quarters since. 102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

  • NewEdge Advisors held 110,153 shares of Angel Oak Income ETF worth $2.29M as of Q1 2026.
  • NewEdge Advisors bought 9,057 Angel Oak Income ETF shares in Q1 2026, an estimated $190K.
  • Angel Oak Income ETF made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1035 holding.
  • NewEdge Advisors first reported a position in Angel Oak Income ETF in Q3 2024 and has held it in 7 quarters since.
  • 102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.