Prospera Financial Services’s Angel Oak Income ETF CARY Stock Holding History

Prospera Financial Services’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	$226K	Buy	+11,121	New	+$229K	﹤0.01%	1389

Other funds holding CARY

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Channel Wealth Santa Barbara, California $464M AUM 13.53% 1-Year Est. Return

Sage Advisory Services Austin, Texas $186M AUM 7.57% 1-Year Est. Return

Legacy CG Plano, Texas $397M AUM 15.14% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Lifestyle Asset Management Friendswood, Texas $414M AUM 22.88% 1-Year Est. Return

Prospera Financial Services's CARY Position: Q3 2026 in Review

Prospera Financial Services opened a new position in Angel Oak Income ETF (CARY) in Q3 2026: 11,121 shares worth $226K. The stake represents ﹤0.01% of the portfolio and ranks #1389 among its holdings.

65 funds tracked by Wall St. Rank hold CARY as of Q3 2026.

Prospera Financial Services held 11,121 shares of Angel Oak Income ETF worth $226K as of Q3 2026.
Angel Oak Income ETF was a new Prospera Financial Services position in Q3 2026.
Angel Oak Income ETF made up ﹤0.01% of Prospera Financial Services's portfolio in Q3 2026, its #1389 holding.
65 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.