Osaic Holdings
CARY icon

Osaic Holdings’s Angel Oak Income ETF CARY Stock Holding History

Osaic Holdings’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 		$25.2M Buy
1,214,579
+27,875
+2% +$580K 0.03% 578
2026
Q1 		$24.7M Buy
1,186,704
+95,077
+9% +$1.99M 0.04% 502
2025
Q4 		$22.7M Buy
1,091,627
+59,730
+6% +$1.25M 0.03% 524
2025
Q3 		$21.6M Buy
1,031,897
+805,914
+357% +$16.8M 0.03% 590
2025
Q2 		$4.7M Buy
225,983
+2,495
+1% +$51.6K 0.01% 1291
2025
Q1 		$4.64M Buy
223,488
+53,640
+32% +$1.11M 0.01% 1078
2024
Q4 		$3.5M Buy
169,848
+33,003
+24% +$689K 0.01% 1247
2024
Q3 		$2.9M Buy
136,845
+48,547
+55% +$1.02M 0.01% 1420
2024
Q2 		$1.81M Buy
88,298
+20,425
+30% +$418K ﹤0.01% 1715
2024
Q1 		$1.39M Buy
67,873
+67,823
+135,646% +$1.39M ﹤0.01% 2002
2023
Q4 		$1.02K Buy
+50
New +$1.01K ﹤0.01% 6747

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings's CARY Position: Q2 2026 in Review

Osaic Holdings increased its Angel Oak Income ETF (CARY) stake by 2.3% in Q2 2026, buying an estimated $580K and bringing the position to 1,214,579 shares worth $25.2M. The position accounts for 0.03% of the portfolio, ranked #578.

Osaic Holdings first reported a position in CARY in Q4 2023 and has held it in 11 quarters since. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

  • Osaic Holdings held 1,214,579 shares of Angel Oak Income ETF worth $25.2M as of Q2 2026.
  • Osaic Holdings bought 27,875 Angel Oak Income ETF shares in Q2 2026, an estimated $580K.
  • Angel Oak Income ETF made up 0.03% of Osaic Holdings's portfolio in Q2 2026, its #578 holding.
  • Osaic Holdings first reported a position in Angel Oak Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.