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OneAscent Financial Services’s Angel Oak Income ETF CARY Stock Holding History

OneAscent Financial Services’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 		$8.68M Buy
+417,876
New +$8.7M 0.42% 44
2025
Q2 		– Sell
-39,685
Closed -$824K – 534
2025
Q1 		$824K Buy
+39,685
New +$822K 0.05% 232

Other funds holding CARY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

OneAscent Financial Services's CARY Position: Q2 2026 in Review

OneAscent Financial Services opened a new position in Angel Oak Income ETF (CARY) in Q2 2026: 417,876 shares worth $8.68M. The stake represents 0.42% of the portfolio and ranks #44 among its holdings. This is a return to the name: OneAscent Financial Services previously reported a position in CARY as recently as Q1 2025.

OneAscent Financial Services first reported a position in CARY in Q1 2025 and has held it in 2 quarters since. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

  • OneAscent Financial Services held 417,876 shares of Angel Oak Income ETF worth $8.68M as of Q2 2026.
  • Angel Oak Income ETF was a new OneAscent Financial Services position in Q2 2026.
  • Angel Oak Income ETF made up 0.42% of OneAscent Financial Services's portfolio in Q2 2026, its #44 holding.
  • OneAscent Financial Services first reported a position in Angel Oak Income ETF in Q1 2025 and has held it in 2 quarters since.
  • 110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.