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 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

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

Noble Wealth Management PBC's CARY Position: Q2 2026 in Review

Noble Wealth Management PBC increased its Angel Oak Income ETF (CARY) stake by 30% in Q2 2026, buying an estimated $470K and bringing the position to 97,261 shares worth $2.02M. The position accounts for 0.9% of the portfolio, ranked #32.

Noble Wealth Management PBC first reported a position in CARY in Q3 2025 and has held it in 4 quarters since. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

Noble Wealth Management PBC held 97,261 shares of Angel Oak Income ETF worth $2.02M as of Q2 2026.
Noble Wealth Management PBC bought 22,587 Angel Oak Income ETF shares in Q2 2026, an estimated $470K.
Angel Oak Income ETF made up 0.9% of Noble Wealth Management PBC's portfolio in Q2 2026, its #32 holding.
Noble Wealth Management PBC first reported a position in Angel Oak Income ETF in Q3 2025 and has held it in 4 quarters since.
110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.