Reicon Wealth Advisors’s Angel Oak Income ETF CARY Stock Holding History

Reicon Wealth Advisors’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	$135K	Buy	6,500 +1,700	+35%	+$35.4K	0.08%	62
2026 Q1	$99.7K	Buy	+4,800	New	+$100K	0.08%	57

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

Reicon Wealth Advisors's CARY Position: Q2 2026 in Review

Reicon Wealth Advisors increased its Angel Oak Income ETF (CARY) stake by 35% in Q2 2026, buying an estimated $35.4K and bringing the position to 6,500 shares worth $135K. The position accounts for 0.08% of the portfolio, ranked #62.

Reicon Wealth Advisors first reported a position in CARY in Q1 2026 and has held it in 2 quarters since. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

Reicon Wealth Advisors held 6,500 shares of Angel Oak Income ETF worth $135K as of Q2 2026.
Reicon Wealth Advisors bought 1,700 Angel Oak Income ETF shares in Q2 2026, an estimated $35.4K.
Angel Oak Income ETF made up 0.08% of Reicon Wealth Advisors's portfolio in Q2 2026, its #62 holding.
Reicon Wealth Advisors first reported a position in Angel Oak Income ETF in Q1 2026 and has held it in 2 quarters since.
110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Reicon Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.