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

Omnitrust 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
Q1 		$546K Buy
26,299
+359
+1% +$7.52K 0.71% 23
2025
Q4 		$540K Buy
+25,940
New +$544K 0.69% 28
2025
Q2 		$597K Buy
+28,740
New +$594K 0.7% 24

Other funds holding CARY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $788M AUM 19.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Omnitrust Wealth Management's CARY Position: Q1 2026 in Review

Omnitrust Wealth Management increased its Angel Oak Income ETF (CARY) stake by 1.4% in Q1 2026, buying an estimated $7.52K and bringing the position to 26,299 shares worth $546K. The position accounts for 0.71% of the portfolio, ranked #23.

Omnitrust Wealth Management first reported a position in CARY in Q2 2025 and has held it in 3 quarters since. The position peaked at $597K in Q2 2025. 102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

  • Omnitrust Wealth Management held 26,299 shares of Angel Oak Income ETF worth $546K as of Q1 2026.
  • Omnitrust Wealth Management bought 359 Angel Oak Income ETF shares in Q1 2026, an estimated $7.52K.
  • Angel Oak Income ETF made up 0.71% of Omnitrust Wealth Management's portfolio in Q1 2026, its #23 holding.
  • Omnitrust Wealth Management first reported a position in Angel Oak Income ETF in Q2 2025 and has held it in 3 quarters since.
  • Omnitrust Wealth Management's Angel Oak Income ETF position peaked at $597K in Q2 2025.
  • 102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on Omnitrust Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.