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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
IA
IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $413M AUM 15.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group's CARY Position: Q1 2026 in Review

UBS Group increased its Angel Oak Income ETF (CARY) stake by 11% in Q1 2026, buying an estimated $4.83M and bringing the position to 2,405,150 shares worth $50M. The position accounts for 0.01% of the portfolio, ranked #1641.

UBS Group first reported a position in CARY in Q4 2023 and has held it in 9 quarters since. 102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

  • UBS Group held 2,405,150 shares of Angel Oak Income ETF worth $50M as of Q1 2026.
  • UBS Group bought 230,783 Angel Oak Income ETF shares in Q1 2026, an estimated $4.83M.
  • Angel Oak Income ETF made up 0.01% of UBS Group's portfolio in Q1 2026, its #1641 holding.
  • UBS Group first reported a position in Angel Oak Income ETF in Q4 2023 and has held it in 9 quarters since.
  • 102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.