Truist Financial’s Angel Oak Income ETF CARY Stock Holding History

Truist Financial’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	$2.28M	Buy	109,845 +9,238	+9%	+$192K	﹤0.01%	1310
2026 Q1	$2.09M	Buy	100,607 +5,208	+5%	+$109K	﹤0.01%	1297
2025 Q4	$1.99M	Buy	95,399 +588	+0.6%	+$12.3K	﹤0.01%	1288
2025 Q3	$1.98M	Buy	+94,811	New	+$1.98M	﹤0.01%	1341

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

Truist Financial's CARY Position: Q2 2026 in Review

Truist Financial increased its Angel Oak Income ETF (CARY) stake by 9.2% in Q2 2026, buying an estimated $192K and bringing the position to 109,845 shares worth $2.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1310.

Truist Financial 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.

Truist Financial held 109,845 shares of Angel Oak Income ETF worth $2.28M as of Q2 2026.
Truist Financial bought 9,238 Angel Oak Income ETF shares in Q2 2026, an estimated $192K.
Angel Oak Income ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1310 holding.
Truist Financial 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 Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.