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Raymond James & Associates’s Angel Oak Income ETF CARY Stock Holding History

Raymond James & Associates’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
2024
Q3 		$2.14M Buy
101,005
+37,634
+59% +$789K ﹤0.01% 2185
2024
Q2 		$1.31M Buy
63,371
+29,921
+89% +$613K ﹤0.01% 2443
2024
Q1 		$687K Buy
33,450
+14,708
+78% +$301K ﹤0.01% 2860
2023
Q4 		$383K Buy
+18,742
New +$378K ﹤0.01% 3126

Other funds holding CARY

AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $413M AUM 15.3% 1-Year Est. Return
EWM
Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
CGA
Crescent Grove Advisors Lake Forest, Illinois $1.04B AUM 17.78% 1-Year Est. Return

Raymond James & Associates's CARY Position: Q3 2024 in Review

Raymond James & Associates increased its Angel Oak Income ETF (CARY) stake by 59% in Q3 2024, buying an estimated $789K and bringing the position to 101,005 shares worth $2.14M. The position accounts for ﹤0.01% of the portfolio, ranked #2185.

Raymond James & Associates first reported a position in CARY in Q4 2023 and has held it in 4 quarters since. 44 funds tracked by Wall St. Rank hold CARY as of Q3 2024.

  • Raymond James & Associates held 101,005 shares of Angel Oak Income ETF worth $2.14M as of Q3 2024.
  • Raymond James & Associates bought 37,634 Angel Oak Income ETF shares in Q3 2024, an estimated $789K.
  • Angel Oak Income ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2185 holding.
  • Raymond James & Associates first reported a position in Angel Oak Income ETF in Q4 2023 and has held it in 4 quarters since.
  • 44 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.