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Sonoma Allocations’s Angel Oak Income ETF CARY Stock Holding History

Sonoma Allocations’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 		$3.21M Buy
154,425
+45,647
+42% +$951K 1% 20
2026
Q1 		$2.26M Buy
108,778
+32,061
+42% +$671K 0.78% 24
2025
Q4 		$1.6M Sell
76,717
-38,807
-34% -$813K 0.53% 33
2025
Q3 		$2.43M Buy
+115,524
New +$2.41M 0.88% 21

Other funds holding CARY

MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return

Sonoma Allocations's CARY Position: Q2 2026 in Review

Sonoma Allocations increased its Angel Oak Income ETF (CARY) stake by 42% in Q2 2026, buying an estimated $951K and bringing the position to 154,425 shares worth $3.21M. The position accounts for 1% of the portfolio, ranked #20.

Sonoma Allocations first reported a position in CARY in Q3 2025 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

  • Sonoma Allocations held 154,425 shares of Angel Oak Income ETF worth $3.21M as of Q2 2026.
  • Sonoma Allocations bought 45,647 Angel Oak Income ETF shares in Q2 2026, an estimated $951K.
  • Angel Oak Income ETF made up 1% of Sonoma Allocations's portfolio in Q2 2026, its #20 holding.
  • Sonoma Allocations first reported a position in Angel Oak Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 13 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Sonoma Allocations's 13F filing for Q2 2026, filed 8 Jul 2026.