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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Channel Wealth Santa Barbara, California $413M AUM 15.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sage Mountain Advisors's CARY Position: Q1 2026 in Review

Sage Mountain Advisors held its Angel Oak Income ETF (CARY) position steady in Q1 2026 at 40,258 shares worth $836K. The position accounts for 0.06% of the portfolio, ranked #106.

Sage Mountain Advisors first reported a position in CARY in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q3 2024. 102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

Sage Mountain Advisors held 40,258 shares of Angel Oak Income ETF worth $836K as of Q1 2026.
Sage Mountain Advisors left its Angel Oak Income ETF share count unchanged in Q1 2026.
Angel Oak Income ETF made up 0.06% of Sage Mountain Advisors's portfolio in Q1 2026, its #106 holding.
Sage Mountain Advisors first reported a position in Angel Oak Income ETF in Q3 2024 and has held it in 7 quarters since.
Sage Mountain Advisors's Angel Oak Income ETF position peaked at $1.01M in Q3 2024.
102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.