SAS
CARY icon

Sage Advisory Services’s Angel Oak Income ETF CARY Stock Holding History

Sage Advisory Services’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 		$5.32M Buy
256,245
+7,785
+3% +$163K 2.92% 13
2025
Q4 		$5.17M Sell
248,460
-12,345
-5% -$259K 2.82% 12
2025
Q3 		$5.45M Buy
+260,805
New +$5.45M 2.86% 16

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 $699M AUM 17.65% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $413M AUM 15.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sage Advisory Services's CARY Position: Q1 2026 in Review

Sage Advisory Services increased its Angel Oak Income ETF (CARY) stake by 3.1% in Q1 2026, buying an estimated $163K and bringing the position to 256,245 shares worth $5.32M. The position accounts for 2.92% of the portfolio, ranked #13.

Sage Advisory Services first reported a position in CARY in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.45M in Q3 2025. 102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

  • Sage Advisory Services held 256,245 shares of Angel Oak Income ETF worth $5.32M as of Q1 2026.
  • Sage Advisory Services bought 7,785 Angel Oak Income ETF shares in Q1 2026, an estimated $163K.
  • Angel Oak Income ETF made up 2.92% of Sage Advisory Services's portfolio in Q1 2026, its #13 holding.
  • Sage Advisory Services first reported a position in Angel Oak Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Sage Advisory Services's Angel Oak Income ETF position peaked at $5.45M in Q3 2025.
  • 102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on Sage Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.