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Stratos Wealth Partners’s Angel Oak Income ETF CARY Stock Holding History

Stratos Wealth Partners’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 		$289K Buy
13,893
+1,661
+14% +$34.6K ﹤0.01% 1431
2026
Q1 		$254K Buy
12,232
+2,075
+20% +$43.4K ﹤0.01% 1416
2025
Q4 		$212K Buy
10,157
+373
+4% +$7.82K ﹤0.01% 1485
2025
Q3 		$205K Buy
+9,784
New +$204K ﹤0.01% 1458

Other funds holding CARY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $788M AUM 19.88% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Stratos Wealth Partners's CARY Position: Q2 2026 in Review

Stratos Wealth Partners increased its Angel Oak Income ETF (CARY) stake by 14% in Q2 2026, buying an estimated $34.6K and bringing the position to 13,893 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

Stratos Wealth Partners first reported a position in CARY in Q3 2025 and has held it in 4 quarters since. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

  • Stratos Wealth Partners held 13,893 shares of Angel Oak Income ETF worth $289K as of Q2 2026.
  • Stratos Wealth Partners bought 1,661 Angel Oak Income ETF shares in Q2 2026, an estimated $34.6K.
  • Angel Oak Income ETF made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1431 holding.
  • Stratos Wealth Partners first reported a position in Angel Oak Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.