Raymond James Financial
CARY icon

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

Raymond James Financial’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
Q1 		$27.4M Buy
1,318,761
+267,920
+25% +$5.61M 0.01% 1255
2025
Q4 		$21.9M Buy
1,050,841
+287,858
+38% +$6.03M 0.01% 1378
2025
Q3 		$16M Buy
762,983
+335,825
+79% +$7.02M 0.01% 1569
2025
Q2 		$8.88M Buy
427,158
+123,795
+41% +$2.56M ﹤0.01% 1958
2025
Q1 		$6.3M Buy
303,363
+153,666
+103% +$3.18M ﹤0.01% 2173
2024
Q4 		$3.08M Buy
+149,697
New +$3.12M ﹤0.01% 2649

Other funds holding CARY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $788M AUM 19.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $446M AUM 18.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Raymond James Financial's CARY Position: Q1 2026 in Review

Raymond James Financial increased its Angel Oak Income ETF (CARY) stake by 25% in Q1 2026, buying an estimated $5.61M and bringing the position to 1,318,761 shares worth $27.4M. The position accounts for 0.01% of the portfolio, ranked #1255.

Raymond James Financial first reported a position in CARY in Q4 2024 and has held it in 6 quarters since. 102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

  • Raymond James Financial held 1,318,761 shares of Angel Oak Income ETF worth $27.4M as of Q1 2026.
  • Raymond James Financial bought 267,920 Angel Oak Income ETF shares in Q1 2026, an estimated $5.61M.
  • Angel Oak Income ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1255 holding.
  • Raymond James Financial first reported a position in Angel Oak Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.