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Proficio Capital Partners’s Angel Oak Income ETF CARY Stock Holding History

Proficio Capital 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
2024
Q4 		– Sell
-58,260
Closed -$1.23M – 368
2024
Q3 		$1.23M Buy
+58,260
New +$1.22M 0.12% 87

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CW
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EWM
Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return
Wells Fargo
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CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Proficio Capital Partners's CARY Position: Q4 2024 in Review

Proficio Capital Partners sold out of Angel Oak Income ETF (CARY) in Q4 2024, closing a stake of 58,260 shares — an estimated $1.23M sold.

Proficio Capital Partners first reported a position in CARY in Q3 2024 and held it in 1 quarter. The position peaked at $1.23M in Q3 2024. 52 funds tracked by Wall St. Rank hold CARY as of Q4 2024.

  • Proficio Capital Partners reported no remaining Angel Oak Income ETF position as of Q4 2024 after selling out during the quarter.
  • Proficio Capital Partners sold 58,260 Angel Oak Income ETF shares in Q4 2024, an estimated $1.23M.
  • Proficio Capital Partners first reported a position in Angel Oak Income ETF in Q3 2024 and held it in 1 quarter.
  • Proficio Capital Partners's Angel Oak Income ETF position peaked at $1.23M in Q3 2024.
  • 52 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q4 2024.

Based on Proficio Capital Partners's 13F filing for Q4 2024, filed 5 Feb 2025.