Wealthcare Advisory Partners’s Angel Oak Income ETF CARY Stock Holding History

Wealthcare Advisory 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 Q3	$5.68M	Buy	282,227 +7,307	+3%	+$151K	0.1%	182
2026 Q2	$5.71M	Buy	274,920 +88,039	+47%	+$1.83M	0.11%	158
2026 Q1	$3.88M	Buy	186,881 +13,302	+8%	+$278K	0.08%	217
2025 Q4	$3.61M	Buy	173,579 +159,418	+1,126%	+$3.34M	0.07%	229
2025 Q3	$296K	Buy	+14,161	New	+$296K	0.01%	860

Other funds holding CARY

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Lifestyle Asset Management Friendswood, Texas $414M AUM 22.88% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Wealthcare Advisory Partners's CARY Position: Q3 2026 in Review

Wealthcare Advisory Partners increased its Angel Oak Income ETF (CARY) stake by 2.7% in Q3 2026, buying an estimated $151K and bringing the position to 282,227 shares worth $5.68M. The position accounts for 0.1% of the portfolio, ranked #182.

Wealthcare Advisory Partners first reported a position in CARY in Q3 2025 and has held it in 5 quarters since. The position peaked at $5.71M in Q2 2026. 34 funds tracked by Wall St. Rank hold CARY as of Q3 2026.

Wealthcare Advisory Partners held 282,227 shares of Angel Oak Income ETF worth $5.68M as of Q3 2026.
Wealthcare Advisory Partners bought 7,307 Angel Oak Income ETF shares in Q3 2026, an estimated $151K.
Angel Oak Income ETF made up 0.1% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #182 holding.
Wealthcare Advisory Partners first reported a position in Angel Oak Income ETF in Q3 2025 and has held it in 5 quarters since.
Wealthcare Advisory Partners's Angel Oak Income ETF position peaked at $5.71M in Q2 2026.
34 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.