Vista Investment Partners’s Angel Oak Income ETF CARY Stock Holding History

Vista Investment Partners’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	$442K	Buy	21,291 +1,956	+10%	+$40.7K	0.11%	122
2026 Q1	$402K	Buy	19,335 +9,386	+94%	+$197K	0.11%	129
2025 Q4	$207K	Hold	9,949	–	–	0.05%	156
2025 Q3	$208K	Hold	9,949	–	–	0.06%	149
2025 Q2	$207K	Hold	9,949	–	–	0.06%	149
2025 Q1	$207K	Buy	+9,949	New	+$206K	0.06%	149
2024 Q4	–	Sell	-9,709	Closed	-$206K	–	155
2024 Q3	$206K	Hold	9,709	–	–	0.07%	145
2024 Q2	$200K	Sell	9,709 -1,260	-11%	-$25.8K	0.07%	151
2024 Q1	$225K	Buy	+10,969	New	+$225K	0.08%	135

Other funds holding CARY

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

LAM

Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return

Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

SAS

Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Vista Investment Partners's CARY Position: Q2 2026 in Review

Vista Investment Partners increased its Angel Oak Income ETF (CARY) stake by 10% in Q2 2026, buying an estimated $40.7K and bringing the position to 21,291 shares worth $442K. The position accounts for 0.11% of the portfolio, ranked #122.

Vista Investment Partners first reported a position in CARY in Q1 2024 and has held it in 9 quarters since. 23 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

Vista Investment Partners held 21,291 shares of Angel Oak Income ETF worth $442K as of Q2 2026.
Vista Investment Partners bought 1,956 Angel Oak Income ETF shares in Q2 2026, an estimated $40.7K.
Angel Oak Income ETF made up 0.11% of Vista Investment Partners's portfolio in Q2 2026, its #122 holding.
Vista Investment Partners first reported a position in Angel Oak Income ETF in Q1 2024 and has held it in 9 quarters since.
23 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.