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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
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

Other funds holding CARY

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Oregon Pacific Wealth Management's CARY Position: Q3 2025 in Review

Oregon Pacific Wealth Management sold out of Angel Oak Income ETF (CARY) in Q3 2025, closing a stake of 21,054 shares — an estimated $438K sold.

Oregon Pacific Wealth Management first reported a position in CARY in Q4 2024 and held it in 3 quarters. The position peaked at $438K in Q2 2025. 76 funds tracked by Wall St. Rank hold CARY as of Q3 2025.

  • Oregon Pacific Wealth Management reported no remaining Angel Oak Income ETF position as of Q3 2025 after selling out during the quarter.
  • Oregon Pacific Wealth Management sold 21,054 Angel Oak Income ETF shares in Q3 2025, an estimated $438K.
  • Oregon Pacific Wealth Management first reported a position in Angel Oak Income ETF in Q4 2024 and held it in 3 quarters.
  • Oregon Pacific Wealth Management's Angel Oak Income ETF position peaked at $438K in Q2 2025.
  • 76 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q3 2025.

Based on Oregon Pacific Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.