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&Partners’s Angel Oak Income ETF CARY Stock Holding History

&Partners’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
Q1 		$474K Buy
22,802
+335
+1% +$7.01K ﹤0.01% 1728
2025
Q4 		$468K Sell
22,467
-55
-0.2% -$1.15K ﹤0.01% 1642
2025
Q3 		$468K Buy
22,522
+5,457
+32% +$114K ﹤0.01% 1488
2025
Q2 		$355K Buy
+17,065
New +$353K ﹤0.01% 1534

Other funds holding CARY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $699M AUM 17.65% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

&Partners's CARY Position: Q1 2026 in Review

&Partners increased its Angel Oak Income ETF (CARY) stake by 1.5% in Q1 2026, buying an estimated $7.01K and bringing the position to 22,802 shares worth $474K. The position accounts for ﹤0.01% of the portfolio, ranked #1728.

&Partners first reported a position in CARY in Q2 2025 and has held it in 4 quarters since. 102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

  • &Partners held 22,802 shares of Angel Oak Income ETF worth $474K as of Q1 2026.
  • &Partners bought 335 Angel Oak Income ETF shares in Q1 2026, an estimated $7.01K.
  • Angel Oak Income ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1728 holding.
  • &Partners first reported a position in Angel Oak Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.