Precision Wealth Strategies’s Angel Oak Income ETF CARY Stock Holding History

Precision Wealth Strategies’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	$4.78M	Buy	229,983 +16,646	+8%	+$349K	1.58%	15
2025 Q4	$4.44M	Buy	213,337 +19,427	+10%	+$407K	1.44%	18
2025 Q3	$4.05M	Buy	193,910 +10,218	+6%	+$213K	1.32%	18
2025 Q2	$3.82M	Sell	183,692 -14,347	-7%	-$297K	1.24%	18
2025 Q1	$4.11M	Sell	198,039 -370	-0.2%	-$7.66K	3.14%	7
2024 Q4	$4.09M	Buy	198,409 +57,718	+41%	+$1.2M	3.16%	7
2024 Q3	$2.98M	Sell	140,691 -13,666	-9%	-$287K	2.76%	8
2024 Q2	$3.18M	Sell	154,357 -35,633	-19%	-$730K	3.29%	7
2024 Q1	$3.9M	Buy	+189,990	New	+$3.89M	3.69%	6

Other funds holding CARY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Channel Wealth Santa Barbara, California $413M AUM 15.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Precision Wealth Strategies's CARY Position: Q1 2026 in Review

Precision Wealth Strategies increased its Angel Oak Income ETF (CARY) stake by 7.8% in Q1 2026, buying an estimated $349K and bringing the position to 229,983 shares worth $4.78M. The position accounts for 1.58% of the portfolio, ranked #15.

Precision Wealth Strategies first reported a position in CARY in Q1 2024 and has held it in 9 quarters since. 102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

Precision Wealth Strategies held 229,983 shares of Angel Oak Income ETF worth $4.78M as of Q1 2026.
Precision Wealth Strategies bought 16,646 Angel Oak Income ETF shares in Q1 2026, an estimated $349K.
Angel Oak Income ETF made up 1.58% of Precision Wealth Strategies's portfolio in Q1 2026, its #15 holding.
Precision Wealth Strategies first reported a position in Angel Oak Income ETF in Q1 2024 and has held it in 9 quarters since.
102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on Precision Wealth Strategies's 13F filing for Q1 2026, filed 6 May 2026.