P
CARY icon

&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
Q2 		$474K Buy
22,814
+12
+0.1% +$250 ﹤0.01% 1853
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

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

&Partners's CARY Position: Q2 2026 in Review

&Partners increased its Angel Oak Income ETF (CARY) stake by 0.05% in Q2 2026, buying an estimated $250 and bringing the position to 22,814 shares worth $474K. The position accounts for ﹤0.01% of the portfolio, ranked #1853.

&Partners first reported a position in CARY in Q2 2025 and has held it in 5 quarters since. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

  • &Partners held 22,814 shares of Angel Oak Income ETF worth $474K as of Q2 2026.
  • &Partners bought 12 Angel Oak Income ETF shares in Q2 2026, an estimated $250.
  • Angel Oak Income ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1853 holding.
  • &Partners first reported a position in Angel Oak Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.