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 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

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

Transamerica Financial Advisors's CARY Position: Q1 2026 in Review

Transamerica Financial Advisors reduced its Angel Oak Income ETF (CARY) stake by 7.1% in Q1 2026, selling an estimated $158K and leaving 99,057 shares worth $2.06M. The position accounts for 0.18% of the portfolio, ranked #128.

Transamerica Financial Advisors first reported a position in CARY in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.22M in Q4 2025. 102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

Transamerica Financial Advisors held 99,057 shares of Angel Oak Income ETF worth $2.06M as of Q1 2026.
Transamerica Financial Advisors sold 7,523 Angel Oak Income ETF shares in Q1 2026, an estimated $158K.
Angel Oak Income ETF made up 0.18% of Transamerica Financial Advisors's portfolio in Q1 2026, its #128 holding.
Transamerica Financial Advisors first reported a position in Angel Oak Income ETF in Q3 2023 and has held it in 11 quarters since.
Transamerica Financial Advisors's Angel Oak Income ETF position peaked at $2.22M in Q4 2025.
102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.