RC
CARY icon

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
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

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
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
MMM
Mendel Money Management Northbrook, Illinois $273M AUM 31.99% 1-Year Est. Return

Rareview Capital's CARY Position: Q2 2026 in Review

Rareview Capital increased its Angel Oak Income ETF (CARY) stake by 11% in Q2 2026, buying an estimated $223K and bringing the position to 110,405 shares worth $2.3M. The position accounts for 1.28% of the portfolio, ranked #27.

Rareview Capital first reported a position in CARY in Q4 2024 and has held it in 7 quarters since. 42 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

  • Rareview Capital held 110,405 shares of Angel Oak Income ETF worth $2.3M as of Q2 2026.
  • Rareview Capital bought 10,731 Angel Oak Income ETF shares in Q2 2026, an estimated $223K.
  • Angel Oak Income ETF made up 1.28% of Rareview Capital's portfolio in Q2 2026, its #27 holding.
  • Rareview Capital first reported a position in Angel Oak Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 42 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Rareview Capital's 13F filing for Q2 2026, filed 23 Jul 2026.