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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
2025
Q2 		– Sell
-39,685
Closed -$824K – 534
2025
Q1 		$824K Buy
+39,685
New +$822K 0.05% 232

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AWMS
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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

OneAscent Financial Services's CARY Position: Q2 2025 in Review

OneAscent Financial Services sold out of Angel Oak Income ETF (CARY) in Q2 2025, closing a stake of 39,685 shares — an estimated $824K sold.

OneAscent Financial Services first reported a position in CARY in Q1 2025 and held it in 1 quarter. The position peaked at $824K in Q1 2025. 70 funds tracked by Wall St. Rank hold CARY as of Q2 2025.

  • OneAscent Financial Services reported no remaining Angel Oak Income ETF position as of Q2 2025 after selling out during the quarter.
  • OneAscent Financial Services sold 39,685 Angel Oak Income ETF shares in Q2 2025, an estimated $824K.
  • OneAscent Financial Services first reported a position in Angel Oak Income ETF in Q1 2025 and held it in 1 quarter.
  • OneAscent Financial Services's Angel Oak Income ETF position peaked at $824K in Q1 2025.
  • 70 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2025.

Based on OneAscent Financial Services's 13F filing for Q2 2025, filed 12 Aug 2025.