Sage Mountain Advisors’s Angel Oak Income ETF CARY Stock Holding History

Sage Mountain 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	$837K	Hold	40,258	–	–	0.05%	107
2026 Q1	$836K	Hold	40,258	–	–	0.06%	106
2025 Q4	$838K	Hold	40,258	–	–	0.04%	189
2025 Q3	$842K	Sell	40,258 -7,209	-15%	-$151K	0.05%	191
2025 Q2	$987K	Buy	47,467 +6	+0%	+$124	0.06%	144
2025 Q1	$985K	Hold	47,461	–	–	0.07%	120
2024 Q4	$977K	Hold	47,461	–	–	0.07%	119
2024 Q3	$1.01M	Buy	+47,461	New	+$996K	0.09%	106

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

Sage Mountain Advisors's CARY Position: Q2 2026 in Review

Sage Mountain Advisors held its Angel Oak Income ETF (CARY) position steady in Q2 2026 at 40,258 shares worth $837K. The position accounts for 0.05% of the portfolio, ranked #107.

Sage Mountain Advisors first reported a position in CARY in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.01M in Q3 2024. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

Sage Mountain Advisors held 40,258 shares of Angel Oak Income ETF worth $837K as of Q2 2026.
Sage Mountain Advisors left its Angel Oak Income ETF share count unchanged in Q2 2026.
Angel Oak Income ETF made up 0.05% of Sage Mountain Advisors's portfolio in Q2 2026, its #107 holding.
Sage Mountain Advisors first reported a position in Angel Oak Income ETF in Q3 2024 and has held it in 8 quarters since.
Sage Mountain Advisors's Angel Oak Income ETF position peaked at $1.01M in Q3 2024.
110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.