Oregon Pacific Wealth Management
CARY icon

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

Oregon Pacific 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
Q3 		$270K Buy
+13,399
New +$276K 0.25% 86
2025
Q3 		– Sell
-21,054
Closed -$438K – 141
2025
Q2 		$438K Buy
21,054
+63
+0.3% +$1.3K 0.41% 63
2025
Q1 		$436K Buy
20,991
+855
+4% +$17.7K 0.44% 60
2024
Q4 		$415K Buy
+20,136
New +$420K 0.41% 67

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Oregon Pacific Wealth Management's CARY Position: Q3 2026 in Review

Oregon Pacific Wealth Management opened a new position in Angel Oak Income ETF (CARY) in Q3 2026: 13,399 shares worth $270K. The stake represents 0.25% of the portfolio and ranks #86 among its holdings. This is a return to the name: Oregon Pacific Wealth Management previously reported a position in CARY as recently as Q2 2025.

Oregon Pacific Wealth Management first reported a position in CARY in Q4 2024 and has held it in 4 quarters since. The position peaked at $438K in Q2 2025. 90 funds tracked by Wall St. Rank hold CARY as of Q3 2026.

  • Oregon Pacific Wealth Management held 13,399 shares of Angel Oak Income ETF worth $270K as of Q3 2026.
  • Angel Oak Income ETF was a new Oregon Pacific Wealth Management position in Q3 2026.
  • Angel Oak Income ETF made up 0.25% of Oregon Pacific Wealth Management's portfolio in Q3 2026, its #86 holding.
  • Oregon Pacific Wealth Management first reported a position in Angel Oak Income ETF in Q4 2024 and has held it in 4 quarters since.
  • Oregon Pacific Wealth Management's Angel Oak Income ETF position peaked at $438K in Q2 2025.
  • 90 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q3 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.