Tortoise Investment Management’s Angel Oak Income ETF CARY Stock Holding History

Tortoise Investment Management’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	$13.8M	Buy	662,643 +14,698	+2%	+$308K	1.14%	26
2025 Q4	$13.5M	Buy	647,945 +31,839	+5%	+$667K	1.19%	25
2025 Q3	$12.9M	Buy	616,106 +16,770	+3%	+$350K	1.15%	25
2025 Q2	$12.5M	Buy	599,336 +9,685	+2%	+$200K	1.19%	23
2025 Q1	$12.2M	Buy	589,651 +19,347	+3%	+$401K	1.27%	25
2024 Q4	$11.7M	Buy	570,304 +12,576	+2%	+$262K	1.24%	23
2024 Q3	$11.8M	Buy	557,728 +33,248	+6%	+$697K	1.23%	26
2024 Q2	$10.8M	Buy	524,480 +116,887	+29%	+$2.39M	1.23%	20
2024 Q1	$8.37M	Buy	+407,593	New	+$8.35M	1.02%	28

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

Tortoise Investment Management's CARY Position: Q1 2026 in Review

Tortoise Investment Management increased its Angel Oak Income ETF (CARY) stake by 2.3% in Q1 2026, buying an estimated $308K and bringing the position to 662,643 shares worth $13.8M. The position accounts for 1.14% of the portfolio, ranked #26.

Tortoise Investment Management first reported a position in CARY in Q1 2024 and has held it in 9 quarters since. 102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

Tortoise Investment Management held 662,643 shares of Angel Oak Income ETF worth $13.8M as of Q1 2026.
Tortoise Investment Management bought 14,698 Angel Oak Income ETF shares in Q1 2026, an estimated $308K.
Angel Oak Income ETF made up 1.14% of Tortoise Investment Management's portfolio in Q1 2026, its #26 holding.
Tortoise Investment Management first reported a position in Angel Oak Income ETF in Q1 2024 and has held it in 9 quarters since.
102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on Tortoise Investment Management's 13F filing for Q1 2026, filed 5 May 2026.