Transamerica Financial Advisors’s Angel Oak Income ETF CARY Stock Holding History

Transamerica Financial Advisors’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	$1.94M	Sell	93,164 -5,893	-6%	-$123K	0.16%	140
2026 Q1	$2.06M	Sell	99,057 -7,523	-7%	-$158K	0.18%	128
2025 Q4	$2.22M	Buy	106,580 +31,685	+42%	+$664K	0.19%	121
2025 Q3	$1.57M	Sell	74,895 -621	-0.8%	-$13K	0.13%	126
2025 Q2	$1.57M	Sell	75,516 -1,971	-3%	-$40.7K	0.15%	116
2025 Q1	$1.61M	Sell	77,487 -3,292	-4%	-$68.2K	0.16%	120
2024 Q4	$1.66M	Sell	80,779 -2,792	-3%	-$58.3K	0.16%	116
2024 Q3	$1.77M	Sell	83,571 -13,966	-14%	-$293K	0.17%	115
2024 Q2	$2.01M	Hold	97,537	–	–	0.21%	99
2024 Q1	$2M	Buy	97,537 +84,337	+639%	+$1.73M	0.2%	106
2023 Q4	$271K	Buy	13,200 +1,165	+10%	+$23.5K	0.04%	223
2023 Q3	$242K	Buy	+12,035	New	+$243K	0.03%	209

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

Transamerica Financial Advisors's CARY Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Angel Oak Income ETF (CARY) stake by 5.9% in Q2 2026, selling an estimated $123K and leaving 93,164 shares worth $1.94M. The position accounts for 0.16% of the portfolio, ranked #140.

Transamerica Financial Advisors first reported a position in CARY in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.22M in Q4 2025. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

Transamerica Financial Advisors held 93,164 shares of Angel Oak Income ETF worth $1.94M as of Q2 2026.
Transamerica Financial Advisors sold 5,893 Angel Oak Income ETF shares in Q2 2026, an estimated $123K.
Angel Oak Income ETF made up 0.16% of Transamerica Financial Advisors's portfolio in Q2 2026, its #140 holding.
Transamerica Financial Advisors first reported a position in Angel Oak Income ETF in Q3 2023 and has held it in 12 quarters since.
Transamerica Financial Advisors's Angel Oak Income ETF position peaked at $2.22M in Q4 2025.
110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.