Onyx Bridge Wealth Group’s Angel Oak Income ETF CARY Stock Holding History

Onyx Bridge Wealth Group’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 Q3	$1.42M	Buy	+70,448	New	+$1.45M	0.12%	135

Other funds holding CARY

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Lifestyle Asset Management Friendswood, Texas $414M AUM 22.88% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Onyx Bridge Wealth Group's CARY Position: Q3 2026 in Review

Onyx Bridge Wealth Group opened a new position in Angel Oak Income ETF (CARY) in Q3 2026: 70,448 shares worth $1.42M. The stake represents 0.12% of the portfolio and ranks #135 among its holdings.

34 funds tracked by Wall St. Rank hold CARY as of Q3 2026.

Onyx Bridge Wealth Group held 70,448 shares of Angel Oak Income ETF worth $1.42M as of Q3 2026.
Angel Oak Income ETF was a new Onyx Bridge Wealth Group position in Q3 2026.
Angel Oak Income ETF made up 0.12% of Onyx Bridge Wealth Group's portfolio in Q3 2026, its #135 holding.
34 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q3 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q3 2026, filed 16 Oct 2026.