UBS Group
CARY icon

UBS Group’s Angel Oak Income ETF CARY Stock Holding History

UBS Group’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 		$66.7M Buy
3,210,615
+805,465
+33% +$16.8M 0.01% 1471
2026
Q1 		$50M Buy
2,405,150
+230,783
+11% +$4.83M 0.01% 1641
2025
Q4 		$45.3M Buy
2,174,367
+673,805
+45% +$14.1M 0.01% 1713
2025
Q3 		$31.4M Buy
1,500,562
+560,571
+60% +$11.7M ﹤0.01% 2085
2025
Q2 		$19.6M Buy
939,991
+264,494
+39% +$5.47M ﹤0.01% 2382
2025
Q1 		$14M Buy
675,497
+22,165
+3% +$459K ﹤0.01% 2702
2024
Q4 		$13.5M Buy
653,332
+345,310
+112% +$7.21M ﹤0.01% 2739
2024
Q3 		$6.53M Buy
308,022
+246,934
+404% +$5.18M ﹤0.01% 2795
2024
Q2 		$1.26M Buy
+61,088
New +$1.25M ﹤0.01% 4195
2024
Q1 		– Sell
-4,606
Closed -$94.2K – 9372
2023
Q4 		$94.2K Buy
+4,606
New +$93K ﹤0.01% 6204

Other funds holding CARY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IA
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group's CARY Position: Q2 2026 in Review

UBS Group increased its Angel Oak Income ETF (CARY) stake by 33% in Q2 2026, buying an estimated $16.8M and bringing the position to 3,210,615 shares worth $66.7M. The position accounts for 0.01% of the portfolio, ranked #1471.

UBS Group first reported a position in CARY in Q4 2023 and has held it in 10 quarters since. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

  • UBS Group held 3,210,615 shares of Angel Oak Income ETF worth $66.7M as of Q2 2026.
  • UBS Group bought 805,465 Angel Oak Income ETF shares in Q2 2026, an estimated $16.8M.
  • Angel Oak Income ETF made up 0.01% of UBS Group's portfolio in Q2 2026, its #1471 holding.
  • UBS Group first reported a position in Angel Oak Income ETF in Q4 2023 and has held it in 10 quarters since.
  • 110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.