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

Nova 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
2025
Q3 		– Sell
-167
Closed -$3.47K – 612
2025
Q2 		$3.47K Buy
+167
New +$3.45K ﹤0.01% 485

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AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Nova Wealth Management's CARY Position: Q3 2025 in Review

Nova Wealth Management sold out of Angel Oak Income ETF (CARY) in Q3 2025, closing a stake of 167 shares — an estimated $3.47K sold.

Nova Wealth Management first reported a position in CARY in Q2 2025 and held it in 1 quarter. The position peaked at $3.47K in Q2 2025. 76 funds tracked by Wall St. Rank hold CARY as of Q3 2025.

  • Nova Wealth Management reported no remaining Angel Oak Income ETF position as of Q3 2025 after selling out during the quarter.
  • Nova Wealth Management sold 167 Angel Oak Income ETF shares in Q3 2025, an estimated $3.47K.
  • Nova Wealth Management first reported a position in Angel Oak Income ETF in Q2 2025 and held it in 1 quarter.
  • Nova Wealth Management's Angel Oak Income ETF position peaked at $3.47K in Q2 2025.
  • 76 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q3 2025.

Based on Nova Wealth Management's 13F filing for Q3 2025, filed 7 Oct 2025.