PFG Advisors
CARY icon

PFG Advisors’s Angel Oak Income ETF CARY Stock Holding History

PFG Advisors’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 		$549K Sell
27,270
-129
-0.5% -$2.66K 0.03% 506
2026
Q2 		$569K Buy
+27,399
New +$571K 0.03% 489

Other funds holding CARY

Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Central Pacific Bank - Trust Division
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
LAM
Lewis Asset Management Lafayette, California $294M AUM 25.62% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

PFG Advisors's CARY Position: Q3 2026 in Review

PFG Advisors reduced its Angel Oak Income ETF (CARY) stake by 0.47% in Q3 2026, selling an estimated $2.66K and leaving 27,270 shares worth $549K. The position accounts for 0.03% of the portfolio, ranked #506.

PFG Advisors first reported a position in CARY in Q2 2026 and has held it in 2 quarters since. The position peaked at $569K in Q2 2026. 18 funds tracked by Wall St. Rank hold CARY as of Q3 2026.

  • PFG Advisors held 27,270 shares of Angel Oak Income ETF worth $549K as of Q3 2026.
  • PFG Advisors sold 129 Angel Oak Income ETF shares in Q3 2026, an estimated $2.66K.
  • Angel Oak Income ETF made up 0.03% of PFG Advisors's portfolio in Q3 2026, its #506 holding.
  • PFG Advisors first reported a position in Angel Oak Income ETF in Q2 2026 and has held it in 2 quarters since.
  • PFG Advisors's Angel Oak Income ETF position peaked at $569K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.