Northwestern Mutual Wealth Management
CARY icon

Northwestern Mutual Wealth Management’s Angel Oak Income ETF CARY Stock Holding History

Northwestern Mutual Wealth Management’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 		$1.89K Buy
+91
New +$1.9K ﹤0.01% 3663
2024
Q2 		– Sell
-6,055
Closed -$124K – 3529
2024
Q1 		$124K Buy
+6,055
New +$124K ﹤0.01% 1740

Other funds holding CARY

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IA
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Northwestern Mutual Wealth Management's CARY Position: Q2 2026 in Review

Northwestern Mutual Wealth Management opened a new position in Angel Oak Income ETF (CARY) in Q2 2026: 91 shares worth $1.89K. The stake represents ﹤0.01% of the portfolio and ranks #3663 among its holdings. This is a return to the name: Northwestern Mutual Wealth Management previously reported a position in CARY as recently as Q1 2024.

Northwestern Mutual Wealth Management first reported a position in CARY in Q1 2024 and has held it in 2 quarters since. The position peaked at $124K in Q1 2024. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

  • Northwestern Mutual Wealth Management held 91 shares of Angel Oak Income ETF worth $1.89K as of Q2 2026.
  • Angel Oak Income ETF was a new Northwestern Mutual Wealth Management position in Q2 2026.
  • Angel Oak Income ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #3663 holding.
  • Northwestern Mutual Wealth Management first reported a position in Angel Oak Income ETF in Q1 2024 and has held it in 2 quarters since.
  • Northwestern Mutual Wealth Management's Angel Oak Income ETF position peaked at $124K in Q1 2024.
  • 110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.