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 Q2	$4.33M	Sell	208,150 -21,833	-9%	-$455K	1.3%	22
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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return

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

Precision Wealth Strategies's CARY Position: Q2 2026 in Review

Precision Wealth Strategies reduced its Angel Oak Income ETF (CARY) stake by 9.5% in Q2 2026, selling an estimated $455K and leaving 208,150 shares worth $4.33M. The position accounts for 1.3% of the portfolio, ranked #22.

Precision Wealth Strategies first reported a position in CARY in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.78M in Q1 2026. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

Precision Wealth Strategies held 208,150 shares of Angel Oak Income ETF worth $4.33M as of Q2 2026.
Precision Wealth Strategies sold 21,833 Angel Oak Income ETF shares in Q2 2026, an estimated $455K.
Angel Oak Income ETF made up 1.3% of Precision Wealth Strategies's portfolio in Q2 2026, its #22 holding.
Precision Wealth Strategies first reported a position in Angel Oak Income ETF in Q1 2024 and has held it in 10 quarters since.
Precision Wealth Strategies's Angel Oak Income ETF position peaked at $4.78M in Q1 2026.
110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Precision Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.