Sanctuary Advisors’s Angel Oak Income ETF CARY Stock Holding History

Sanctuary 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	$1.99M	Buy	95,726 +20,374	+27%	+$427K	0.01%	963
2025 Q4	$1.57M	Buy	75,352 +12,215	+19%	+$256K	0.01%	1066
2025 Q3	$1.32M	Buy	63,137 +1,291	+2%	+$27K	0.01%	1133
2025 Q2	$1.29M	Sell	61,846 -19,079	-24%	-$394K	0.01%	1070
2025 Q1	$1.68M	Sell	80,925 -2,140	-3%	-$44.3K	0.01%	854
2024 Q4	$1.72M	Buy	83,065 +3,107	+4%	+$64.8K	0.01%	938
2024 Q3	$1.66M	Buy	79,958 +24,485	+44%	+$514K	0.01%	976
2024 Q2	$1.13M	Buy	+55,473	New	+$1.14M	0.01%	1130

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

Sanctuary Advisors's CARY Position: Q1 2026 in Review

Sanctuary Advisors increased its Angel Oak Income ETF (CARY) stake by 27% in Q1 2026, buying an estimated $427K and bringing the position to 95,726 shares worth $1.99M. The position accounts for 0.01% of the portfolio, ranked #963.

Sanctuary Advisors first reported a position in CARY in Q2 2024 and has held it in 8 quarters since. 102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

Sanctuary Advisors held 95,726 shares of Angel Oak Income ETF worth $1.99M as of Q1 2026.
Sanctuary Advisors bought 20,374 Angel Oak Income ETF shares in Q1 2026, an estimated $427K.
Angel Oak Income ETF made up 0.01% of Sanctuary Advisors's portfolio in Q1 2026, its #963 holding.
Sanctuary Advisors first reported a position in Angel Oak Income ETF in Q2 2024 and has held it in 8 quarters since.
102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.