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 Q2	$13.5M	Sell	651,023 -11,620	-2%	-$242K	1.01%	32
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

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

AWA

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

Tortoise Investment Management's CARY Position: Q2 2026 in Review

Tortoise Investment Management reduced its Angel Oak Income ETF (CARY) stake by 1.8% in Q2 2026, selling an estimated $242K and leaving 651,023 shares worth $13.5M. The position accounts for 1.01% of the portfolio, ranked #32.

Tortoise Investment Management first reported a position in CARY in Q1 2024 and has held it in 10 quarters since. The position peaked at $13.8M in Q1 2026. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

Tortoise Investment Management held 651,023 shares of Angel Oak Income ETF worth $13.5M as of Q2 2026.
Tortoise Investment Management sold 11,620 Angel Oak Income ETF shares in Q2 2026, an estimated $242K.
Angel Oak Income ETF made up 1.01% of Tortoise Investment Management's portfolio in Q2 2026, its #32 holding.
Tortoise Investment Management first reported a position in Angel Oak Income ETF in Q1 2024 and has held it in 10 quarters since.
Tortoise Investment Management's Angel Oak Income ETF position peaked at $13.8M in Q1 2026.
110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.