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Raleigh Capital Management’s Angel Oak Income ETF CARY Stock Holding History

Raleigh Capital Management’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 		$122K Sell
5,871
-781
-12% -$16.3K 0.04% 231
2026
Q1 		$138K Buy
6,652
+98
+1% +$2.05K 0.05% 225
2025
Q4 		$136K Buy
6,554
+281
+4% +$5.89K 0.05% 222
2025
Q3 		$131K Sell
6,273
-353
-5% -$7.38K 0.05% 215
2025
Q2 		$138K Buy
+6,626
New +$137K 0.06% 220

Other funds holding CARY

MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
LAM
Lewis Asset Management Lafayette, California $285M AUM 32.52% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Raleigh Capital Management's CARY Position: Q2 2026 in Review

Raleigh Capital Management reduced its Angel Oak Income ETF (CARY) stake by 12% in Q2 2026, selling an estimated $16.3K and leaving 5,871 shares worth $122K. The position accounts for 0.04% of the portfolio, ranked #231.

Raleigh Capital Management first reported a position in CARY in Q2 2025 and has held it in 5 quarters since. The position peaked at $138K in Q1 2026. 18 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

  • Raleigh Capital Management held 5,871 shares of Angel Oak Income ETF worth $122K as of Q2 2026.
  • Raleigh Capital Management sold 781 Angel Oak Income ETF shares in Q2 2026, an estimated $16.3K.
  • Angel Oak Income ETF made up 0.04% of Raleigh Capital Management's portfolio in Q2 2026, its #231 holding.
  • Raleigh Capital Management first reported a position in Angel Oak Income ETF in Q2 2025 and has held it in 5 quarters since.
  • Raleigh Capital Management's Angel Oak Income ETF position peaked at $138K in Q1 2026.
  • 18 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.