Rareview Capital’s Angel Oak Income ETF CARY Stock Holding History

Rareview Capital’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	$2.4M	Buy	119,335 +8,930	+8%	+$184K	1.13%	24
2026 Q2	$2.3M	Buy	110,405 +10,731	+11%	+$223K	1.28%	27
2026 Q1	$2.07M	Buy	99,674 +16,876	+20%	+$353K	1.22%	27
2025 Q4	$1.72M	Buy	82,798 +6,182	+8%	+$130K	1.12%	28
2025 Q3	$1.59M	Buy	76,616 +7,907	+12%	+$165K	0.97%	28
2025 Q2	$1.43M	Buy	68,709 +908	+1%	+$18.8K	0.9%	31
2025 Q1	$1.41M	Sell	67,801 -24,670	-27%	-$511K	0.89%	30
2024 Q4	$1.96M	Buy	+92,471	New	+$1.93M	1.42%	25

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

Rareview Capital's CARY Position: Q3 2026 in Review

Rareview Capital increased its Angel Oak Income ETF (CARY) stake by 8.1% in Q3 2026, buying an estimated $184K and bringing the position to 119,335 shares worth $2.4M. The position accounts for 1.13% of the portfolio, ranked #24.

Rareview Capital first reported a position in CARY in Q4 2024 and has held it in 8 quarters since. 65 funds tracked by Wall St. Rank hold CARY as of Q3 2026.

Rareview Capital held 119,335 shares of Angel Oak Income ETF worth $2.4M as of Q3 2026.
Rareview Capital bought 8,930 Angel Oak Income ETF shares in Q3 2026, an estimated $184K.
Angel Oak Income ETF made up 1.13% of Rareview Capital's portfolio in Q3 2026, its #24 holding.
Rareview Capital first reported a position in Angel Oak Income ETF in Q4 2024 and has held it in 8 quarters since.
65 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q3 2026.

Based on Rareview Capital's 13F filing for Q3 2026, filed 5 Nov 2026.