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 Q2	$2.19M	Buy	105,505 +9,779	+10%	+$204K	0.01%	1005
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

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

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

Sanctuary Advisors's CARY Position: Q2 2026 in Review

Sanctuary Advisors increased its Angel Oak Income ETF (CARY) stake by 10% in Q2 2026, buying an estimated $204K and bringing the position to 105,505 shares worth $2.19M. The position accounts for 0.01% of the portfolio, ranked #1005.

Sanctuary Advisors first reported a position in CARY in Q2 2024 and has held it in 9 quarters since. 111 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

Sanctuary Advisors held 105,505 shares of Angel Oak Income ETF worth $2.19M as of Q2 2026.
Sanctuary Advisors bought 9,779 Angel Oak Income ETF shares in Q2 2026, an estimated $204K.
Angel Oak Income ETF made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1005 holding.
Sanctuary Advisors first reported a position in Angel Oak Income ETF in Q2 2024 and has held it in 9 quarters since.
111 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.