SPIA
CARY icon

Steward Partners Investment Advisory’s Angel Oak Income ETF CARY Stock Holding History

Steward Partners Investment Advisory’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
2025
Q2 		– Sell
-1,453
Closed -$30.2K – 4142
2025
Q1 		$30.2K Hold
1,453
– – ﹤0.01% 2627
2024
Q4 		$29.9K Sell
1,453
-3,638
-71% -$75.9K ﹤0.01% 2590
2024
Q3 		$108K Buy
5,091
+3,638
+250% +$76.3K ﹤0.01% 1836
2024
Q2 		$29.9K Hold
1,453
– – ﹤0.01% 2348
2024
Q1 		$29.8K Buy
+1,453
New +$29.8K ﹤0.01% 2346

Other funds holding CARY

Wells Fargo
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $413M AUM 15.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Steward Partners Investment Advisory's CARY Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of Angel Oak Income ETF (CARY) in Q2 2025, closing a stake of 1,453 shares — an estimated $30.2K sold.

Steward Partners Investment Advisory first reported a position in CARY in Q1 2024 and held it in 5 quarters. The position peaked at $108K in Q3 2024. 70 funds tracked by Wall St. Rank hold CARY as of Q2 2025.

  • Steward Partners Investment Advisory reported no remaining Angel Oak Income ETF position as of Q2 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,453 Angel Oak Income ETF shares in Q2 2025, an estimated $30.2K.
  • Steward Partners Investment Advisory first reported a position in Angel Oak Income ETF in Q1 2024 and held it in 5 quarters.
  • Steward Partners Investment Advisory's Angel Oak Income ETF position peaked at $108K in Q3 2024.
  • 70 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.