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Noble Wealth Management PBC’s Angel Oak Income ETF CARY Stock Holding History

Noble Wealth Management PBC’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 		$2.13M Buy
105,634
+8,373
+9% +$173K 0.95% 31
2026
Q2 		$2.02M Buy
97,261
+22,587
+30% +$470K 0.9% 32
2026
Q1 		$1.55M Buy
74,674
+32,123
+75% +$673K 0.78% 41
2025
Q4 		$886K Buy
42,551
+12,415
+41% +$260K 0.45% 59
2025
Q3 		$630K Buy
+30,136
New +$630K 0.34% 74

Other funds holding CARY

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
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Central Pacific Bank - Trust Division
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Noble Wealth Management PBC's CARY Position: Q3 2026 in Review

Noble Wealth Management PBC increased its Angel Oak Income ETF (CARY) stake by 8.6% in Q3 2026, buying an estimated $173K and bringing the position to 105,634 shares worth $2.13M. The position accounts for 0.95% of the portfolio, ranked #31.

Noble Wealth Management PBC first reported a position in CARY in Q3 2025 and has held it in 5 quarters since. 27 funds tracked by Wall St. Rank hold CARY as of Q3 2026.

  • Noble Wealth Management PBC held 105,634 shares of Angel Oak Income ETF worth $2.13M as of Q3 2026.
  • Noble Wealth Management PBC bought 8,373 Angel Oak Income ETF shares in Q3 2026, an estimated $173K.
  • Angel Oak Income ETF made up 0.95% of Noble Wealth Management PBC's portfolio in Q3 2026, its #31 holding.
  • Noble Wealth Management PBC first reported a position in Angel Oak Income ETF in Q3 2025 and has held it in 5 quarters since.
  • 27 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.