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

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

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. 110 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.
110 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.